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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 | $72,253 | $167,352-56.8% | $143,788-49.8% | $134,509-46.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.70% | 0.47%-11.2pp | -0.03%-10.7pp | 418.13%-428.8pp |
| Employer contribution / active EE | $685 | $5,620-87.8% | $4,952-86.2% | $4,741-85.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $45 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |