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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 | $86,143 | $115,810-25.6% | $101,271-14.9% | $158,966-45.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $663 | $4,175-84.1% | $3,660-81.9% | $4,762-86.1% |
| Participant deferral / active EE | $3,917 | $4,958-21.0% | $4,371-10.4% | $5,983-34.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |