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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 | $137,930 | $91,536+50.7% | $130,062+6.0% | $75,177+83.5% |
| Participation rate | 70.2% | 71.5%-1.3pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 14.80% | -631.62%+646.4pp | -137.37%+152.2pp | 160.75%-146.0pp |
| Employer contribution / active EE | $576 | $2,845-79.8% | $4,322-86.7% | $2,671-78.5% |
| Participant deferral / active EE | $4,219 | $4,343-2.9% | $5,821-27.5% | $4,126+2.3% |
| Admin fee / account holder | $90 | $6,780-98.7% | $10,601-99.2% | $5,651-98.4% |