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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 | $26,603 | $73,421-63.8% | $66,439-60.0% | $155,188-82.9% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 15.57% | 1382.37%-1366.8pp | 757.66%-742.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,495 | $4,680-25.3% | $3,876-9.8% | $6,531-46.5% |
| Admin fee / account holder | $149 | $8,856-98.3% | $6,173-97.6% | $14,480-99.0% |