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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 | $33,977 | $138,114-75.4% | $125,391-72.9% | $134,545-74.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.00% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,313 | $7,801-31.9% | $7,448-28.7% | $6,401-17.0% |
| Admin fee / account holder | $191 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |