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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 | $19,347 | $84,741-77.2% | $75,731-74.5% | $167,553-88.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.65% | 199.72%-189.1pp | 104.65%-94.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,320 | $4,577-27.5% | $3,820-13.1% | $6,343-47.7% |
| Admin fee / account holder | $192 | $5,361-96.4% | $3,620-94.7% | $12,316-98.4% |