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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 | $91,670 | $160,059-42.7% | $140,019-34.5% | $135,380-32.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.03% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $930 | $6,420-85.5% | $5,605-83.4% | $4,779-80.5% |
| Participant deferral / active EE | $2,833 | $7,641-62.9% | $6,927-59.1% | $5,609-49.5% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |