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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 | $86,249 | $227,399-62.1% | $189,758-54.5% | $198,609-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.18% | 61.03%-41.9pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,435 | $5,526-74.0% | $4,767-69.9% | $5,055-71.6% |
| Participant deferral / active EE | $5,282 | $6,837-22.7% | $5,856-9.8% | $6,977-24.3% |
| Admin fee / account holder | $188 | $25,162-99.3% | $20,388-99.1% | $19,030-99.0% |