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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,478 | $100,938-56.9% | $90,461-51.9% | $158,982-72.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 6.69% | 1727.20%-1720.5pp | 1294.76%-1288.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,953 | $4,350-9.1% | $3,964-0.3% | $5,983-33.9% |
| Admin fee / account holder | $4 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |