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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 | $52,647 | $138,102-61.9% | $125,381-58.0% | $134,532-60.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.99% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $220 | $5,245-95.8% | $4,815-95.4% | $4,741-95.4% |
| Participant deferral / active EE | $3,301 | $7,801-57.7% | $7,448-55.7% | $6,401-48.4% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |