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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 | $1,291 | $76,608-98.3% | $56,077-97.7% | $145,877-99.1% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 14.97% | 3009.59%-2994.6pp | 1709.28%-1694.3pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $762 | $2,624-70.9% | $1,954-61.0% | $6,691-88.6% |
| Admin fee / account holder | $96 | $3,325-97.1% | $2,825-96.6% | $13,402-99.3% |