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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 | $81,233 | $59,111+37.4% | $86,451-6.0% | $68,490+18.6% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -14.54% | -0.22%-14.3pp | 4398.51%-4413.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,528 | $5,900+10.6% | $6,953-6.1% | $4,028+62.1% |
| Admin fee / account holder | $251 | $5,640-95.6% | $6,734-96.3% | $5,403-95.4% |