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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 | $73,655 | $154,159-52.2% | $130,026-43.4% | $139,456-47.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.91% | 32.50%-16.6pp | -137.26%+153.2pp | 373.45%-357.5pp |
| Employer contribution / active EE | $906 | $5,292-82.9% | $4,321-79.0% | $4,753-80.9% |
| Participant deferral / active EE | $2,432 | $6,710-63.7% | $5,821-58.2% | $6,711-63.8% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |