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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 | $76,368-65.2% | $67,681-60.7% | $154,746-82.8% |
| Participation rate | 81.8% | 79.0%+2.9pp | 73.7%+8.1pp | 80.7%+1.1pp |
| Annual return | 15.57% | 1066.77%-1051.2pp | 590.58%-575.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,495 | $4,824-27.5% | $3,976-12.1% | $6,730-48.1% |
| Admin fee / account holder | $149 | $8,559-98.3% | $6,100-97.5% | $14,365-99.0% |