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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 | $79,532 | $138,114-42.4% | $125,391-36.6% | $134,545-40.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.53% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,307 | $7,801+83.4% | $7,448+92.1% | $6,401+123.5% |
| Admin fee / account holder | $247 | $11,570-97.9% | $10,009-97.5% | $11,431-97.8% |