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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 | $49,838 | $131,835-62.2% | $108,582-54.1% | $273,972-81.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 8.26% | -91.57%+99.8pp | -51.70%+60.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $433 | $4,913-91.2% | $3,758-88.5% | $4,869-91.1% |
| Participant deferral / active EE | $7,658 | $5,127+49.4% | $4,311+77.6% | $5,287+44.8% |
| Admin fee / account holder | $156 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |