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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 | $107,066 | $167,362-36.0% | $143,799-25.5% | $134,532-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.05% | 0.47%-6.5pp | -0.04%-6.0pp | 418.27%-424.3pp |
| Employer contribution / active EE | $1,136 | $5,620-79.8% | $4,952-77.1% | $4,741-76.0% |
| Participant deferral / active EE | $4,987 | $6,447-22.6% | $5,638-11.5% | $6,401-22.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |