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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 | $37,864 | $109,967-65.6% | $97,197-61.0% | $145,877-74.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.40% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,056 | $4,676+8.1% | $4,263+18.6% | $6,691-24.4% |
| Admin fee / account holder | $201 | $6,199-96.8% | $5,637-96.4% | $13,402-98.5% |