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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 | $82,910 | $138,076-40.0% | $123,553-32.9% | $135,380-38.8% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,191 | $6,800+35.2% | $6,426+43.0% | $5,609+63.9% |
| Admin fee / account holder | $72 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |