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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 | $1,335 | $76,608-98.3% | $56,077-97.6% | $145,877-99.1% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 32.58% | 3009.59%-2977.0pp | 1709.28%-1676.7pp | 551.28%-518.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,011 | $2,624-61.5% | $1,954-48.3% | $6,691-84.9% |
| Admin fee / account holder | $5 | $3,325-99.9% | $2,825-99.8% | $13,402-100.0% |