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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 | $29,857 | $167,362-82.2% | $143,799-79.2% | $134,532-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,140 | $5,620-79.7% | $4,952-77.0% | $4,741-75.9% |
| Participant deferral / active EE | $2,789 | $6,447-56.7% | $5,638-50.5% | $6,401-56.4% |
| Admin fee / account holder | $204 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |