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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 | $50,116 | $160,059-68.7% | $140,019-64.2% | $135,380-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.41% | 911.48%-919.9pp | 651.17%-659.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $769 | $6,420-88.0% | $5,605-86.3% | $4,779-83.9% |
| Participant deferral / active EE | $10,097 | $7,641+32.1% | $6,927+45.8% | $5,609+80.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |