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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 | $76,528 | $211,946-63.9% | $169,452-54.8% | $135,379-43.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -1.28% | 3.26%-4.5pp | 1.83%-3.1pp | 519.79%-521.1pp |
| Employer contribution / active EE | $262 | $5,117-94.9% | $4,157-93.7% | $4,779-94.5% |
| Participant deferral / active EE | $7,400 | $6,075+21.8% | $5,277+40.2% | $5,609+31.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |