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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 | $30,706 | $160,059-80.8% | $140,019-78.1% | $135,379-77.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.00% | 911.44%-916.4pp | 651.15%-656.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,257 | $7,641+21.2% | $6,927+33.7% | $5,609+65.0% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |