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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 | $57,772 | $124,330-53.5% | $109,173-47.1% | $167,536-65.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 165.50% | 26.04%+139.5pp | 25.75%+139.7pp | 478.82%-313.3pp |
| Employer contribution / active EE | $340 | $4,209-91.9% | $3,723-90.9% | $4,839-93.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |