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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 | $124,941 | $138,075-9.5% | $123,552+1.1% | $135,379-7.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.56% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.3pp |
| Employer contribution / active EE | $205 | $5,152-96.0% | $4,628-95.6% | $4,779-95.7% |
| Participant deferral / active EE | $11,917 | $6,800+75.3% | $6,426+85.4% | $5,609+112.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |