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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 | $28,651 | $127,386-77.5% | $115,037-75.1% | $125,393-77.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.61% | 31.28%-31.9pp | 26.14%-26.8pp | 282.23%-282.8pp |
| Employer contribution / active EE | $74 | $5,166-98.6% | $4,608-98.4% | $4,866-98.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |