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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 | $87,413 | $167,504-47.8% | $151,628-42.4% | $134,509-35.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.65% | 7.81%-22.5pp | 3.34%-18.0pp | 418.13%-432.8pp |
| Employer contribution / active EE | $12 | $6,828-99.8% | $6,165-99.8% | $4,741-99.7% |
| Participant deferral / active EE | $3,675 | $8,985-59.1% | $8,363-56.1% | $6,400-42.6% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |