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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 | $89,676 | $167,030-46.3% | $135,768-33.9% | $155,188-42.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.10% | 678.39%-662.3pp | 526.10%-510.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,895 | $4,528+74.4% | $3,977+98.5% | $6,531+20.9% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |