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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 | $49,129 | $138,114-64.4% | $125,391-60.8% | $134,545-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,970 | $7,801+2.2% | $7,448+7.0% | $6,401+24.5% |
| Admin fee / account holder | -$27 | $11,570-100.2% | $10,009-100.3% | $11,431-100.2% |