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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 | $54,920 | $58,587-6.3% | $83,322-34.1% | $64,173-14.4% |
| Participation rate | 70.0% | 72.0%-2.0pp | 77.8%-7.8pp | 69.6%+0.4pp |
| Annual return | -8.18% | 9.65%-17.8pp | 10.64%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $133 | $2,098-93.7% | $3,379-96.1% | $2,381-94.4% |
| Participant deferral / active EE | $2,662 | $4,654-42.8% | $5,565-52.2% | $3,470-23.3% |
| Admin fee / account holder | $231 | $9,279-97.5% | $7,540-96.9% | $4,887-95.3% |