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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 | $83,989 | $138,076-39.2% | $123,553-32.0% | $135,380-38.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.29% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,503 | $6,800+54.5% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $118 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |