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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 | $83,705 | $100,811-17.0% | $86,698-3.5% | $134,545-37.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.78% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $600 | $3,490-82.8% | $2,837-78.8% | $4,742-87.3% |
| Participant deferral / active EE | $9,200 | $5,339+72.3% | $4,656+97.6% | $6,401+43.7% |
| Admin fee / account holder | $50 | $10,926-99.5% | $7,492-99.3% | $11,431-99.6% |