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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 | $247,280 | $142,409+73.6% | $119,634+106.7% | $134,545+83.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | -12.46%-0.6pp | -14.98%+2.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $475 | $5,224-90.9% | $4,232-88.8% | $4,742-90.0% |
| Participant deferral / active EE | $20,000 | $6,468+209.2% | $5,601+257.1% | $6,401+212.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |