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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 | $42,037 | $127,387-67.0% | $115,038-63.5% | $125,389-66.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.45% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,120 | $6,423+26.4% | $6,026+34.7% | $5,352+51.7% |
| Admin fee / account holder | $196 | $9,516-97.9% | $8,175-97.6% | $9,541-97.9% |