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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 | $121,884 | $95,917+27.1% | $79,583+53.2% | $134,545-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.32% | -2.70%+1.4pp | 0.16%-1.5pp | 418.37%-419.7pp |
| Employer contribution / active EE | $507 | $3,129-83.8% | $2,414-79.0% | $4,742-89.3% |
| Participant deferral / active EE | $5,000 | $4,694+6.5% | $3,986+25.4% | $6,401-21.9% |
| Admin fee / account holder | $183 | $9,132-98.0% | $6,835-97.3% | $11,431-98.4% |