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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 | $3,461 | $88,754-96.1% | $81,820-95.8% | $145,877-97.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 29.70% | 1031.77%-1002.1pp | 777.93%-748.2pp | 551.28%-521.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,016 | $4,648-78.1% | $4,323-76.5% | $6,691-84.8% |
| Admin fee / account holder | $18 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |