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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 | $55,498 | $160,059-65.3% | $140,019-60.4% | $135,380-59.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.80% | 911.48%-912.3pp | 651.17%-652.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $466 | $6,420-92.7% | $5,605-91.7% | $4,779-90.3% |
| Participant deferral / active EE | $13,041 | $7,641+70.7% | $6,927+88.3% | $5,609+132.5% |
| Admin fee / account holder | $138 | $13,328-99.0% | $10,705-98.7% | $10,828-98.7% |