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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 | $62,307 | $167,533-62.8% | $151,645-58.9% | $134,545-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 7.81%-26.0pp | 3.34%-21.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,326 | $8,985-29.6% | $8,363-24.4% | $6,401-1.2% |
| Admin fee / account holder | $26 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |