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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 | $45,230 | $95,188-52.5% | $76,518-40.9% | $135,380-66.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -7.55% | 4.85%-12.4pp | -0.27%-7.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | -$170 | $3,303-105.1% | $2,647-106.4% | $4,779-103.5% |
| Participant deferral / active EE | $2,805 | $4,640-39.5% | $3,836-26.9% | $5,609-50.0% |
| Admin fee / account holder | $141 | $6,249-97.7% | $4,849-97.1% | $10,828-98.7% |