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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 | $32,563 | $87,546-62.8% | $75,784-57.0% | $125,389-74.0% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.15% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,171 | $4,230-48.7% | $3,652-40.5% | $5,352-59.4% |
| Admin fee / account holder | $297 | $6,503-95.4% | $5,300-94.4% | $9,541-96.9% |