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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 | $50,660 | $138,076-63.3% | $123,553-59.0% | $135,380-62.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $290 | $5,152-94.4% | $4,628-93.7% | $4,779-93.9% |
| Participant deferral / active EE | $8,039 | $6,800+18.2% | $6,426+25.1% | $5,609+43.3% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |