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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 | $45,960 | $117,444-60.9% | $99,479-53.8% | $152,909-69.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 2642.75% | 31.87%+2610.9pp | 30.72%+2612.0pp | 345.46%+2297.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $967 | $4,086-76.3% | $3,619-73.3% | $5,851-83.5% |
| Admin fee / account holder | $119 | $7,635-98.4% | $6,253-98.1% | $11,601-99.0% |