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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 | $69,929 | $180,459-61.2% | $154,108-54.6% | $135,380-48.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.59% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $906 | $6,035-85.0% | $5,298-82.9% | $4,779-81.0% |
| Participant deferral / active EE | $3,010 | $5,806-48.2% | $5,081-40.8% | $5,609-46.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |