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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 | $31,683 | $138,076-77.1% | $123,553-74.4% | $135,380-76.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 102.80% | 153.70%-50.9pp | 119.21%-16.4pp | 519.81%-417.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,568 | $6,800+114.2% | $6,426+126.7% | $5,609+159.7% |
| Admin fee / account holder | $273 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |