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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 | $60,911 | $90,607-32.8% | $79,467-23.4% | $135,380-55.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.14% | 977.74%-980.9pp | 718.30%-721.4pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,678 | $4,050+163.6% | $3,704+188.3% | $5,609+90.4% |
| Admin fee / account holder | $10 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |