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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 | $39,430 | $138,076-71.4% | $123,553-68.1% | $135,380-70.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $722 | $5,152-86.0% | $4,628-84.4% | $4,779-84.9% |
| Participant deferral / active EE | $3,126 | $6,800-54.0% | $6,426-51.4% | $5,609-44.3% |
| Admin fee / account holder | $268 | $10,917-97.5% | $9,284-97.1% | $10,828-97.5% |