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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 | $65,678 | $76,519-14.2% | $56,025+17.2% | $145,897-55.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 13.11% | 3017.03%-3003.9pp | 1712.69%-1699.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,164 | $2,624+58.7% | $1,955+113.1% | $6,689-37.7% |
| Admin fee / account holder | $2 | $3,331-100.0% | $2,828-99.9% | $13,390-100.0% |