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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 | $32,942 | $167,533-80.3% | $151,645-78.3% | $134,545-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.47% | 7.81%-28.3pp | 3.34%-23.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $809 | $6,828-88.1% | $6,165-86.9% | $4,742-82.9% |
| Participant deferral / active EE | $12,346 | $8,985+37.4% | $8,363+47.6% | $6,401+92.9% |
| Admin fee / account holder | $125 | $13,781-99.1% | $11,614-98.9% | $11,431-98.9% |