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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 | $132,676 | $127,100+4.4% | $105,738+25.5% | $135,382-2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 4.49%-9.9pp | 6.27%-11.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $765 | $4,107-81.4% | $3,268-76.6% | $4,779-84.0% |
| Participant deferral / active EE | $9,250 | $5,064+82.6% | $4,080+126.7% | $5,609+64.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |