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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 | $31,291 | $180,459-82.7% | $154,108-79.7% | $135,380-76.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.77% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $880 | $6,035-85.4% | $5,298-83.4% | $4,779-81.6% |
| Participant deferral / active EE | $6,068 | $5,806+4.5% | $5,081+19.4% | $5,609+8.2% |
| Admin fee / account holder | $121 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |