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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 | $24,844 | $76,368-67.5% | $67,681-63.3% | $154,746-83.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 393.05% | 1066.77%-673.7pp | 590.58%-197.5pp | 172.34%+220.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,363 | $4,824+11.2% | $3,976+34.9% | $6,730-20.3% |
| Admin fee / account holder | $144 | $8,559-98.3% | $6,100-97.6% | $14,365-99.0% |