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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 | $186,918 | $190,879-2.1% | $160,009+16.8% | $134,532+38.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -8.56% | 552.63%-561.2pp | 408.85%-417.4pp | 418.27%-426.8pp |
| Employer contribution / active EE | $121 | $4,995-97.6% | $4,225-97.1% | $4,741-97.5% |
| Participant deferral / active EE | $1,817 | $6,924-73.8% | $6,183-70.6% | $6,401-71.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |