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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 | $68,800 | $108,695-36.7% | $74,722-7.9% | $152,897-55.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 20.82% | 114.11%-93.3pp | 753.11%-732.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,922 | $2,712-29.1% | $1,963-2.1% | $5,851-67.2% |
| Admin fee / account holder | $18 | $4,906-99.6% | $3,335-99.5% | $11,599-99.8% |