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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 | $70,083 | $138,078-49.2% | $125,363-44.1% | $134,509-47.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.95% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,944 | $7,800+130.1% | $7,447+141.0% | $6,400+180.4% |
| Admin fee / account holder | $179 | $11,566-98.5% | $10,005-98.2% | $11,427-98.4% |