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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 | $18,048 | $100,938-82.1% | $90,461-80.0% | $158,982-88.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 40.96% | 1727.20%-1686.2pp | 1294.76%-1253.8pp | 302.99%-262.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,628 | $4,350+52.4% | $3,964+67.2% | $5,983+10.8% |
| Admin fee / account holder | $100 | $6,510-98.5% | $5,617-98.2% | $11,252-99.1% |