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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 | $43,545 | $138,102-68.5% | $125,381-65.3% | $134,532-67.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,595 | $7,801+74.3% | $7,448+82.5% | $6,401+112.4% |
| Admin fee / account holder | $184 | $11,568-98.4% | $10,007-98.2% | $11,429-98.4% |