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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 | $95,943 | $90,606+5.9% | $79,466+20.7% | $135,379-29.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.67% | 977.69%-984.4pp | 718.28%-725.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,050 | $4,0500% | $3,704+9.3% | $5,609-27.8% |
| Admin fee / account holder | $197 | $5,895-96.7% | $5,104-96.1% | $10,828-98.2% |