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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 | $89,335 | $96,691-7.6% | $86,656+3.1% | $139,487-36.0% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 64.27% | 106.87%-42.6pp | 593.09%-528.8pp | 373.84%-309.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $931 | $4,838-80.7% | $4,439-79.0% | $6,713-86.1% |
| Admin fee / account holder | $150 | $6,414-97.7% | $5,619-97.3% | $11,407-98.7% |