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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 | $34,244 | $138,114-75.2% | $125,391-72.7% | $134,545-74.5% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -18.61% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,182 | $7,801-59.2% | $7,448-57.3% | $6,401-50.3% |
| Admin fee / account holder | $264 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |