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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 | $39,935 | $202,345-80.3% | $172,755-76.9% | $152,885-73.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 138.94% | 1029.77%-890.8pp | 802.94%-664.0pp | 345.39%-206.4pp |
| Employer contribution / active EE | $1,097 | $5,858-81.3% | $5,144-78.7% | $4,763-77.0% |
| Participant deferral / active EE | $3,624 | $5,948-39.1% | $5,198-30.3% | $5,851-38.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |