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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 | $50,757 | $96,419-47.4% | $80,648-37.1% | $139,487-63.6% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.3pp | 80.3%+2.0pp |
| Annual return | 73.35% | 1352.86%-1279.5pp | 937.21%-863.9pp | 373.84%-300.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,159 | $5,225+75.3% | $4,443+106.1% | $6,713+36.4% |
| Admin fee / account holder | $51 | $6,605-99.2% | $5,382-99.1% | $11,407-99.6% |