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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 | $78,502 | $176,120-55.4% | $159,487-50.8% | $167,553-53.1% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,114 | $7,752+17.6% | $7,354+23.9% | $6,343+43.7% |
| Admin fee / account holder | $189 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |