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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 | $31,318 | $176,077-82.2% | $159,455-80.4% | $167,518-81.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.64% | 331.83%-299.2pp | 263.63%-231.0pp | 478.71%-446.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,652 | $7,751-14.2% | $7,353-9.5% | $6,342+4.9% |
| Admin fee / account holder | $3 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |