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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 | $94,132 | $167,352-43.8% | $143,788-34.5% | $134,509-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.56% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $990 | $5,620-82.4% | $4,952-80.0% | $4,741-79.1% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |