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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 | $102,955 | $90,590+13.6% | $90,782+13.4% | $135,379-24.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.57% | -3.40%-2.2pp | -3.42%-2.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,000 | $4,352-77.0% | $4,105-75.6% | $4,779-79.1% |
| Participant deferral / active EE | $8,750 | $5,407+61.8% | $5,366+63.1% | $5,609+56.0% |
| Admin fee / account holder | $52 | $7,683-99.3% | $5,908-99.1% | $10,828-99.5% |