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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 | $97,960 | $138,078-29.1% | $125,363-21.9% | $134,509-27.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.68% | 750.49%-766.2pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,803 | $7,800+89.8% | $7,447+98.8% | $6,400+131.3% |
| Admin fee / account holder | $18 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |