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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 | $36,005 | $160,059-77.5% | $140,019-74.3% | $135,380-73.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.84% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $795 | $6,420-87.6% | $5,605-85.8% | $4,779-83.4% |
| Participant deferral / active EE | $8,000 | $7,641+4.7% | $6,927+15.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |