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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 | $29,553 | $103,966-71.6% | $112,899-73.8% | $75,181-60.7% |
| Participation rate | 86.2% | 75.7%+10.5pp | 80.5%+5.7pp | 67.2%+19.0pp |
| Annual return | 98.34% | 24.54%+73.8pp | 34.11%+64.2pp | 160.69%-62.3pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,566-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,251 | $5,456+14.6% | $6,516-4.1% | $4,126+51.5% |
| Admin fee / account holder | $20 | $7,663-99.7% | $7,047-99.7% | $5,650-99.6% |