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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 | $82,385 | $167,522-50.8% | $151,639-45.7% | $134,532-38.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -13.45% | 7.81%-21.3pp | 3.34%-16.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $750 | $6,828-89.0% | $6,165-87.8% | $4,741-84.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |