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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 | $31,499 | $160,059-80.3% | $140,019-77.5% | $135,380-76.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -5.83% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,453 | $7,641+115.3% | $6,927+137.5% | $5,609+193.3% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |