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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 | $34,343 | $113,941-69.9% | $94,229-63.6% | $125,389-72.6% |
| Participation rate | 70.6% | 82.9%-12.3pp | 78.8%-8.2pp | 83.2%-12.6pp |
| Annual return | -2.10% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $737 | $4,727-84.4% | $3,587-79.5% | $4,866-84.9% |
| Participant deferral / active EE | $1,802 | $5,179-65.2% | $4,320-58.3% | $5,352-66.3% |
| Admin fee / account holder | $43 | $8,392-99.5% | $6,269-99.3% | $9,541-99.5% |