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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 | $85,750 | $167,362-48.8% | $143,799-40.4% | $134,532-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.22% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $726 | $5,620-87.1% | $4,952-85.3% | $4,741-84.7% |
| Participant deferral / active EE | $2,174 | $6,447-66.3% | $5,638-61.5% | $6,401-66.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |