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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 | $61,086 | $111,535-45.2% | $105,223-41.9% | $137,256-55.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.29% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $424 | $3,939-89.2% | $3,689-88.5% | $4,156-89.8% |
| Participant deferral / active EE | $1,694 | $5,500-69.2% | $5,072-66.6% | $6,407-73.6% |
| Admin fee / account holder | $133 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |