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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 | $10,566 | $114,073-90.7% | $96,161-89.0% | $167,518-93.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 70.83% | 189.95%-119.1pp | 192.01%-121.2pp | 478.71%-407.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,125 | $5,195+56.4% | $4,349+86.8% | $6,342+28.1% |
| Admin fee / account holder | $3 | $6,899-100.0% | $5,538-99.9% | $12,312-100.0% |