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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 | $36,030 | $104,694-65.6% | $85,709-58.0% | $167,536-78.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 216.12% | 21.45%+194.7pp | 21.49%+194.6pp | 478.82%-262.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,709 | $4,826+59.8% | $3,924+96.5% | $6,342+21.6% |
| Admin fee / account holder | $25 | $10,035-99.7% | $6,876-99.6% | $12,315-99.8% |