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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 | $32,818 | $180,459-81.8% | $154,108-78.7% | $135,380-75.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.62% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,389 | $5,806-41.6% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $21 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |