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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 | $162,409 | $190,862-14.9% | $159,991+1.5% | $134,509+20.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -19.83% | 552.59%-572.4pp | 408.82%-428.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,771 | $6,924+127.8% | $6,183+155.1% | $6,400+146.4% |
| Admin fee / account holder | $13 | $10,495-99.9% | $8,715-99.8% | $11,427-99.9% |