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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 | $121,947 | $133,981-9.0% | $112,249+8.6% | $134,532-9.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -5.42% | 47.16%-52.6pp | 27.48%-32.9pp | 418.27%-423.7pp |
| Employer contribution / active EE | $226 | $4,040-94.4% | $3,636-93.8% | $4,741-95.2% |
| Participant deferral / active EE | $2,500 | $5,292-52.8% | $4,729-47.1% | $6,401-60.9% |
| Admin fee / account holder | $21 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |