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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 | $23,511 | $138,072-83.0% | $123,549-81.0% | $135,382-82.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.77% | 153.69%-159.5pp | 119.20%-125.0pp | 519.77%-525.5pp |
| Employer contribution / active EE | $678 | $5,152-86.8% | $4,628-85.4% | $4,779-85.8% |
| Participant deferral / active EE | $2,368 | $6,799-65.2% | $6,426-63.1% | $5,609-57.8% |
| Admin fee / account holder | $60 | $10,917-99.4% | $9,284-99.3% | $10,829-99.4% |