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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 | $85,653 | $73,546+16.5% | $63,018+35.9% | $147,586-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.05% | 175.56%-162.5pp | 87.62%-74.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,307 | $4,185+98.5% | $3,330+149.5% | $5,439+52.7% |
| Admin fee / account holder | $299 | $5,956-95.0% | $3,601-91.7% | $10,886-97.2% |