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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 | $107,868 | $124,346-13.3% | $111,308-3.1% | $167,536-35.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.95% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $407 | $3,437-88.2% | $2,732-85.1% | $4,839-91.6% |
| Participant deferral / active EE | $10,724 | $5,182+107.0% | $4,487+139.0% | $6,342+69.1% |
| Admin fee / account holder | $72 | $10,621-99.3% | $7,965-99.1% | $12,315-99.4% |