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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 | $39,289 | $124,187-68.4% | $108,410-63.8% | $167,518-76.5% |
| Participation rate | 94.7% | 82.3%+12.4pp | 80.1%+14.6pp | 82.1%+12.6pp |
| Annual return | 47.33% | 1379.80%-1332.5pp | 905.34%-858.0pp | 478.71%-431.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,895 | $6,908-14.7% | $6,562-10.2% | $6,342-7.0% |
| Admin fee / account holder | $201 | $9,456-97.9% | $7,296-97.2% | $12,312-98.4% |