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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 | $157,483 | $134,001+17.5% | $112,258+40.3% | $134,509+17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.84% | 47.15%-65.0pp | 27.47%-45.3pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $23,750 | $5,291+348.9% | $4,728+402.3% | $6,400+271.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |