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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 | $58,633 | $72,404-19.0% | $110,243-46.8% | $64,173-8.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | -0.67% | -6.29%+5.6pp | 314.76%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $486 | $2,282-78.7% | $3,827-87.3% | $2,381-79.6% |
| Participant deferral / active EE | $3,313 | $3,469-4.5% | $4,672-29.1% | $3,470-4.5% |
| Admin fee / account holder | $122 | $5,664-97.8% | $8,548-98.6% | $4,887-97.5% |