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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 | $143,929 | $167,362-14.0% | $143,799+0.1% | $134,532+7.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.77% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $386 | $5,620-93.1% | $4,952-92.2% | $4,741-91.9% |
| Participant deferral / active EE | $5,298 | $6,447-17.8% | $5,638-6.0% | $6,401-17.2% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |