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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 | $15,168 | $167,030-90.9% | $135,768-88.8% | $155,188-90.2% |
| Participation rate | 90.9% | 76.2%+14.8pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 33.41% | 678.39%-645.0pp | 526.10%-492.7pp | 148.84%-115.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,163 | $4,528-8.0% | $3,977+4.7% | $6,531-36.3% |
| Admin fee / account holder | $42 | $8,172-99.5% | $7,048-99.4% | $14,480-99.7% |