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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 | $38,314 | $167,362-77.1% | $143,799-73.4% | $134,532-71.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.60% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $503 | $5,620-91.1% | $4,952-89.8% | $4,741-89.4% |
| Participant deferral / active EE | $6,999 | $6,447+8.6% | $5,638+24.1% | $6,401+9.3% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |