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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 | $47,070 | $138,114-65.9% | $125,391-62.5% | $134,545-65.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.86% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,748 | $7,801-39.1% | $7,448-36.2% | $6,401-25.8% |
| Admin fee / account holder | $226 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |