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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 | $13,157 | $111,785-88.2% | $93,669-86.0% | $145,877-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.28% | 203.79%-188.5pp | 133.59%-118.3pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,214 | $4,919+229.6% | $4,416+267.2% | $6,691+142.3% |
| Admin fee / account holder | $40 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |