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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 | $111,329 | $88,603+25.6% | $69,890+59.3% | $134,545-17.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.64% | 442.93%-453.6pp | 190.84%-201.5pp | 418.37%-429.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $18,000 | $4,771+277.3% | $3,848+367.7% | $6,401+181.2% |
| Admin fee / account holder | $18 | $10,443-99.8% | $6,267-99.7% | $11,431-99.8% |