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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 | $221,751 | $167,362+32.5% | $143,799+54.2% | $134,532+64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.91% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $167 | $5,620-97.0% | $4,952-96.6% | $4,741-96.5% |
| Participant deferral / active EE | $3,833 | $6,447-40.5% | $5,638-32.0% | $6,401-40.1% |
| Admin fee / account holder | $23 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |