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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 | $96,089 | $180,459-46.8% | $154,108-37.6% | $135,380-29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.09% | 888.21%-888.3pp | 735.21%-735.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $8 | $6,035-99.9% | $5,298-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $9,710 | $5,806+67.2% | $5,081+91.1% | $5,609+73.1% |
| Admin fee / account holder | $73 | $16,145-99.5% | $13,411-99.5% | $10,828-99.3% |