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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 | $71,897 | $160,059-55.1% | $140,019-48.7% | $135,380-46.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -5.92% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,095 | $6,420-82.9% | $5,605-80.5% | $4,779-77.1% |
| Participant deferral / active EE | $11,014 | $7,641+44.2% | $6,927+59.0% | $5,609+96.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |