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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 | $42,246 | $167,362-74.8% | $143,799-70.6% | $134,532-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,014 | $5,620-82.0% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $3,837 | $6,447-40.5% | $5,638-31.9% | $6,401-40.1% |
| Admin fee / account holder | $261 | $18,094-98.6% | $14,677-98.2% | $11,429-97.7% |