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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 | $34,533 | $167,353-79.4% | $143,797-76.0% | $134,545-74.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.80% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,094 | $6,447-5.5% | $5,638+8.1% | $6,401-4.8% |
| Admin fee / account holder | $19 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |