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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 | $61,080 | $90,600-32.6% | $79,464-23.1% | $135,377-54.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 977.43%-986.2pp | 718.14%-726.9pp | 519.75%-528.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,200 | $4,050+3.7% | $3,704+13.4% | $5,609-25.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,828-100.0% |