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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 | $54,511 | $147,167-63.0% | $111,392-51.1% | $135,382-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 78.14% | -4.44%+82.6pp | -2.06%+80.2pp | 519.77%-441.6pp |
| Employer contribution / active EE | $830 | $5,204-84.0% | $4,328-80.8% | $4,779-82.6% |
| Participant deferral / active EE | $3,457 | $6,565-47.3% | $5,567-37.9% | $5,609-38.4% |
| Admin fee / account holder | $204 | $20,270-99.0% | $12,266-98.3% | $10,829-98.1% |