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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 | $215,692 | $167,362+28.9% | $143,799+50.0% | $134,532+60.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.78% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,032 | $5,620-81.6% | $4,952-79.2% | $4,741-78.2% |
| Participant deferral / active EE | $5,376 | $6,447-16.6% | $5,638-4.7% | $6,401-16.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |