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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 | $87,069 | $160,059-45.6% | $140,019-37.8% | $135,382-35.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 911.44%-917.4pp | 651.15%-657.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,705 | $7,641+79.4% | $6,927+97.9% | $5,609+144.4% |
| Admin fee / account holder | $43 | $13,328-99.7% | $10,705-99.6% | $10,829-99.6% |