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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 | $89,714 | $208,088-56.9% | $186,193-51.8% | $154,746-42.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.35% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $207 | $4,340-95.2% | $3,918-94.7% | $4,379-95.3% |
| Participant deferral / active EE | $2,640 | $7,078-62.7% | $6,513-59.5% | $6,730-60.8% |
| Admin fee / account holder | $8 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |