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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 | $233,509 | $190,879+22.3% | $160,009+45.9% | $134,532+73.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.01% | 552.63%-568.6pp | 408.85%-424.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,300 | $6,924+92.1% | $6,183+115.1% | $6,401+107.8% |
| Admin fee / account holder | $178 | $10,495-98.3% | $8,715-98.0% | $11,429-98.4% |