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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 | $84,491 | $109,872-23.1% | $98,483-14.2% | $167,536-49.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 13.00% | 1959.31%-1946.3pp | 1494.38%-1481.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,693 | $4,673-63.8% | $4,276-60.4% | $6,342-73.3% |
| Admin fee / account holder | $93 | $6,757-98.6% | $5,953-98.4% | $12,315-99.2% |