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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 | $63,871 | $167,353-61.8% | $143,797-55.6% | $134,545-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.03% | 0.48%-5.5pp | -0.04%-5.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $983 | $5,620-82.5% | $4,952-80.1% | $4,742-79.3% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |