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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 | $105,391 | $111,785-5.7% | $93,669+12.5% | $145,877-27.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.86% | 203.79%-194.9pp | 133.59%-124.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,500 | $4,919+357.4% | $4,416+409.6% | $6,691+236.3% |
| Admin fee / account holder | $186 | $10,256-98.2% | $8,291-97.8% | $13,402-98.6% |