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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 | $21,440 | $138,078-84.5% | $125,363-82.9% | $134,509-84.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.14% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $902 | $5,245-82.8% | $4,815-81.3% | $4,741-81.0% |
| Participant deferral / active EE | $9,804 | $7,800+25.7% | $7,447+31.6% | $6,400+53.2% |
| Admin fee / account holder | $270 | $11,566-97.7% | $10,005-97.3% | $11,427-97.6% |