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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 | $26,639 | $103,385-74.2% | $87,104-69.4% | $152,870-82.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 349.01% | 28.10%+320.9pp | 28.19%+320.8pp | 345.34%+3.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,360 | $4,778+137.7% | $4,049+180.6% | $5,850+94.2% |
| Admin fee / account holder | $0 | $12,192-100.0% | $7,490-100.0% | $11,597-100.0% |