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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 | $129,336 | $160,059-19.2% | $140,019-7.6% | $135,382-4.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -4.82% | 911.44%-916.3pp | 651.15%-656.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,896 | $7,641+3.3% | $6,927+14.0% | $5,609+40.8% |
| Admin fee / account holder | $211 | $13,328-98.4% | $10,705-98.0% | $10,829-98.1% |