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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 | $27,676 | $99,031-72.1% | $86,597-68.0% | $147,585-81.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.86% | 1312.56%-1296.7pp | 964.96%-949.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,938 | $3,972-51.2% | $3,609-46.3% | $5,439-64.4% |
| Admin fee / account holder | $238 | $5,711-95.8% | $4,906-95.1% | $10,885-97.8% |