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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 | $30,295 | $113,935-73.4% | $94,224-67.8% | $125,393-75.8% |
| Participation rate | 81.3% | 82.9%-1.6pp | 78.8%+2.5pp | 83.2%-1.9pp |
| Annual return | -1.01% | 5.29%-6.3pp | 10.68%-11.7pp | 282.23%-283.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,865 | $5,179-64.0% | $4,320-56.8% | $5,351-65.2% |
| Admin fee / account holder | $169 | $8,391-98.0% | $6,269-97.3% | $9,541-98.2% |