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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 | $86,977 | $127,387-31.7% | $115,038-24.4% | $125,389-30.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.35% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $397 | $5,166-92.3% | $4,608-91.4% | $4,866-91.8% |
| Participant deferral / active EE | $4,038 | $6,423-37.1% | $6,026-33.0% | $5,352-24.5% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |