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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 | $112,968 | $138,075-18.2% | $123,552-8.6% | $135,379-16.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $834 | $5,152-83.8% | $4,628-82.0% | $4,779-82.5% |
| Participant deferral / active EE | $3,654 | $6,800-46.3% | $6,426-43.1% | $5,609-34.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |