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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 | $24,969 | $167,533-85.1% | $151,645-83.5% | $134,545-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | 7.81%-27.6pp | 3.34%-23.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,035 | $6,828-84.8% | $6,165-83.2% | $4,742-78.2% |
| Participant deferral / active EE | $3,510 | $8,985-60.9% | $8,363-58.0% | $6,401-45.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |