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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 | $64,410 | $107,944-40.3% | $91,994-30.0% | $152,885-57.9% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.5%-9.7pp |
| Annual return | 1096.22% | 89.26%+1007.0pp | 69.03%+1027.2pp | 345.39%+750.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,242 | $6,365-49.1% | $5,923-45.3% | $5,851-44.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |