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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 | $155,133 | $180,459-14.0% | $154,108+0.7% | $135,380+14.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 888.21%-896.7pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $611 | $6,035-89.9% | $5,298-88.5% | $4,779-87.2% |
| Participant deferral / active EE | $3,757 | $5,806-35.3% | $5,081-26.0% | $5,609-33.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |