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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 | $60,572 | $152,612-60.3% | $125,192-51.6% | $152,897-60.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.12% | 54.85%-38.7pp | 43.79%-27.7pp | 345.43%-329.3pp |
| Employer contribution / active EE | $222 | $4,947-95.5% | $3,866-94.3% | $4,764-95.3% |
| Participant deferral / active EE | $6,368 | $5,868+8.5% | $4,937+29.0% | $5,851+8.8% |
| Admin fee / account holder | $188 | $13,437-98.6% | $9,704-98.1% | $11,599-98.4% |