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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 | $17,619 | $138,102-87.2% | $125,381-85.9% | $134,532-86.9% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -7.87% | 750.73%-758.6pp | 572.31%-580.2pp | 418.27%-426.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,062 | $7,801-35.1% | $7,448-32.0% | $6,401-20.9% |
| Admin fee / account holder | $33 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |