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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 | $73,421-66.2% | $66,439-62.6% | $155,188-84.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 74.5%+5.5pp | 80.8%-0.8pp |
| Annual return | 393.05% | 1382.37%-989.3pp | 757.66%-364.6pp | 148.84%+244.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,363 | $4,680+14.6% | $3,876+38.4% | $6,531-17.9% |
| Admin fee / account holder | $144 | $8,856-98.4% | $6,173-97.7% | $14,480-99.0% |