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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 | $1,858 | $81,668-97.7% | $58,507-96.8% | $139,487-98.7% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 56.29% | 7430.07%-7373.8pp | 4252.32%-4196.0pp | 373.84%-317.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $981 | $2,554-61.6% | $1,922-49.0% | $6,713-85.4% |
| Admin fee / account holder | $5 | $3,212-99.9% | $2,486-99.8% | $11,407-100.0% |