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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 | $39,074 | $70,587-44.6% | $124,694-68.7% | $85,851-54.5% |
| Participation rate | 96.4% | 64.4%+32.0pp | 74.6%+21.8pp | 69.3%+27.1pp |
| Annual return | 23.53% | 20688.83%-20665.3pp | 5144.82%-5121.3pp | 318.63%-295.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,860 | $2,969+366.9% | $4,615+200.3% | $3,952+250.7% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,495-100.0% | $6,261-100.0% |