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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 | $25,932 | $167,352-84.5% | $143,788-82.0% | $134,509-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.58% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $700 | $5,620-87.5% | $4,952-85.9% | $4,741-85.2% |
| Participant deferral / active EE | $2,982 | $6,447-53.8% | $5,638-47.1% | $6,400-53.4% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |