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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 | $25,220 | $138,102-81.7% | $125,381-79.9% | $134,532-81.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -1.10% | 750.73%-751.8pp | 572.31%-573.4pp | 418.27%-419.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,417 | $7,801+20.7% | $7,448+26.4% | $6,401+47.1% |
| Admin fee / account holder | $75 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |