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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 | $20,318 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.15% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,639 | $7,801+36.4% | $7,448+42.9% | $6,401+66.2% |
| Admin fee / account holder | $43 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |