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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 | $40,466 | $138,078-70.7% | $125,363-67.7% | $134,509-69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.20% | 750.49%-770.7pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $680 | $5,245-87.0% | $4,815-85.9% | $4,741-85.7% |
| Participant deferral / active EE | $12,852 | $7,800+64.8% | $7,447+72.6% | $6,400+100.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |