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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 | $47,784 | $167,353-71.4% | $143,797-66.8% | $134,545-64.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 251.82% | 0.48%+251.3pp | -0.04%+251.9pp | 418.37%-166.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,083 | $6,447+9.9% | $5,638+25.6% | $6,401+10.7% |
| Admin fee / account holder | $49 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |