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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 | $37,262 | $190,879-80.5% | $160,009-76.7% | $134,532-72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.91% | 552.63%-565.5pp | 408.85%-421.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $544 | $4,995-89.1% | $4,225-87.1% | $4,741-88.5% |
| Participant deferral / active EE | $14,070 | $6,924+103.2% | $6,183+127.6% | $6,401+119.8% |
| Admin fee / account holder | $181 | $10,495-98.3% | $8,715-97.9% | $11,429-98.4% |