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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 | $47,615 | $167,353-71.5% | $143,797-66.9% | $134,545-64.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.64% | 0.48%-2.1pp | -0.04%-1.6pp | 418.37%-420.0pp |
| Employer contribution / active EE | $1,111 | $5,620-80.2% | $4,952-77.6% | $4,742-76.6% |
| Participant deferral / active EE | $5,206 | $6,447-19.3% | $5,638-7.7% | $6,401-18.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |