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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 | $39,787 | $88,702-55.1% | $81,780-51.3% | $145,978-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.61% | 1029.12%-1012.5pp | 776.27%-759.7pp | 550.52%-533.9pp |
| Employer contribution / active EE | $73 | $3,084-97.6% | $2,914-97.5% | $4,662-98.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |