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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 | $67,604 | $138,075-51.0% | $123,552-45.3% | $135,379-50.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.49% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,449 | $6,800+97.8% | $6,426+109.3% | $5,609+139.8% |
| Admin fee / account holder | $184 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |