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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 | $54,400 | $138,076-60.6% | $123,553-56.0% | $135,380-59.8% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $692 | $5,152-86.6% | $4,628-85.1% | $4,779-85.5% |
| Participant deferral / active EE | $9,236 | $6,800+35.8% | $6,426+43.7% | $5,609+64.7% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |