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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 | $34,598 | $98,240-64.8% | $82,312-58.0% | $147,586-76.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 129.39% | 30.85%+98.5pp | 25.88%+103.5pp | 578.59%-449.2pp |
| Employer contribution / active EE | -$24,469 | $3,192-866.6% | $2,428-1107.6% | $4,876-601.8% |
| Participant deferral / active EE | $1,807 | $4,383-58.8% | $3,706-51.3% | $5,439-66.8% |
| Admin fee / account holder | -$28,890 | $8,563-437.4% | $5,608-615.2% | $10,886-365.4% |