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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 | $211,251 | $129,959+62.6% | $104,301+102.5% | $134,509+57.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.01% | 42.04%-42.1pp | 24.61%-24.6pp | 418.13%-418.1pp |
| Employer contribution / active EE | $35 | $4,185-99.2% | $3,373-99.0% | $4,741-99.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $30 | $9,325-99.7% | $7,340-99.6% | $11,427-99.7% |