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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 | $30,462 | $86,288-64.7% | $111,306-72.6% | $85,851-64.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 149.89% | 19.99%+129.9pp | 54.67%+95.2pp | 318.63%-168.7pp |
| Employer contribution / active EE | $162 | $2,044-92.1% | $2,732-94.1% | $2,565-93.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $131 | $8,189-98.4% | $7,966-98.4% | $6,261-97.9% |