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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 | $27,537 | $127,096-78.3% | $105,736-74.0% | $135,380-79.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -7.11% | 4.49%-11.6pp | 6.27%-13.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $359 | $4,107-91.3% | $3,268-89.0% | $4,779-92.5% |
| Participant deferral / active EE | $1,854 | $5,064-63.4% | $4,080-54.6% | $5,609-66.9% |
| Admin fee / account holder | $212 | $9,087-97.7% | $6,913-96.9% | $10,828-98.0% |