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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 | $176,149 | $138,076+27.6% | $123,553+42.6% | $135,380+30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.35% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,400 | $6,800+170.6% | $6,426+186.3% | $5,609+228.0% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |