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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 | $17,610 | $42,909-59.0% | $60,906-71.1% | $68,486-74.3% |
| Participation rate | 82.1% | 66.8%+15.3pp | 73.1%+9.0pp | 67.9%+14.2pp |
| Annual return | -16.63% | -13.99%-2.6pp | 16.94%-33.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,540 | $2,866+23.5% | $3,814-7.2% | $4,028-12.1% |
| Admin fee / account holder | $71 | $3,104-97.7% | $3,227-97.8% | $5,404-98.7% |