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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 | $111,037 | $97,881+13.4% | $80,004+38.8% | $125,389-11.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.87% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,316 | $3,744+122.1% | $3,204+159.6% | $5,352+55.4% |
| Admin fee / account holder | $11 | $6,278-99.8% | $5,033-99.8% | $9,541-99.9% |