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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 | $47,524 | $168,635-71.8% | $147,617-67.8% | $125,389-62.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.74% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,186 | $6,252-81.0% | $5,564-78.7% | $4,866-75.6% |
| Participant deferral / active EE | $3,914 | $5,507-28.9% | $4,895-20.0% | $5,352-26.9% |
| Admin fee / account holder | $124 | $13,580-99.1% | $11,612-98.9% | $9,541-98.7% |