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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 | $154,687 | $180,459-14.3% | $154,108+0.4% | $135,380+14.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.07% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,232 | $6,035-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $4,474 | $5,806-23.0% | $5,081-11.9% | $5,609-20.2% |
| Admin fee / account holder | $218 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |