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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 | $46,786 | $138,114-66.1% | $125,391-62.7% | $134,545-65.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.72% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $714 | $5,246-86.4% | $4,816-85.2% | $4,742-84.9% |
| Participant deferral / active EE | $12,747 | $7,801+63.4% | $7,448+71.1% | $6,401+99.1% |
| Admin fee / account holder | $261 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |