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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 | $26,208 | $90,467-71.0% | $93,759-72.0% | $134,532-80.5% |
| Participation rate | 78.6% | 82.0%-3.4pp | 81.0%-2.4pp | 81.2%-2.7pp |
| Annual return | 510.73% | -15.72%+526.4pp | -11.33%+522.1pp | 418.27%+92.5pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,001 | $5,980+0.4% | $6,096-1.5% | $6,401-6.2% |
| Admin fee / account holder | $30 | $9,258-99.7% | $7,197-99.6% | $11,429-99.7% |