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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 | $83,784 | $111,830-25.1% | $93,696-10.6% | $145,884-42.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.58% | 204.08%-190.5pp | 133.74%-120.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,778 | $4,920+37.8% | $4,417+53.5% | $6,690+1.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |