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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 | $26,872 | $167,362-83.9% | $143,799-81.3% | $134,532-80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,035 | $5,620-81.6% | $4,952-79.1% | $4,741-78.2% |
| Participant deferral / active EE | $3,836 | $6,447-40.5% | $5,638-32.0% | $6,401-40.1% |
| Admin fee / account holder | $188 | $18,094-99.0% | $14,677-98.7% | $11,429-98.4% |