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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 | $30,228 | $90,614-66.6% | $76,089-60.3% | $145,877-79.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.89% | 623.80%-614.9pp | 360.94%-352.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $148 | $3,324-95.5% | $2,690-94.5% | $4,663-96.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |