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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 | $78,941 | $150,197-47.4% | $120,368-34.4% | $145,959-45.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.82% | 154.26%-141.4pp | 107.26%-94.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,790 | $6,174+91.0% | $4,991+136.2% | $6,689+76.3% |
| Admin fee / account holder | -$227 | $12,216-101.9% | $9,429-102.4% | $13,398-101.7% |