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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 | $30,829 | $180,459-82.9% | $154,108-80.0% | $135,380-77.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.62% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $428 | $6,035-92.9% | $5,298-91.9% | $4,779-91.0% |
| Participant deferral / active EE | $4,911 | $5,806-15.4% | $5,081-3.3% | $5,609-12.4% |
| Admin fee / account holder | $23 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |