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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 | $77,227 | $138,075-44.1% | $123,552-37.5% | $135,379-43.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.95% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,158 | $6,800-9.4% | $6,426-4.2% | $5,609+9.8% |
| Admin fee / account holder | $171 | $10,917-98.4% | $9,285-98.2% | $10,828-98.4% |