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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 | $36,143 | $71,873-49.7% | $86,698-58.3% | $68,490-47.2% |
| Participation rate | 70.6% | 72.2%-1.7pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -17.19% | 3.54%-20.7pp | 35.96%-53.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $532 | $2,173-75.5% | $2,837-81.2% | $2,597-79.5% |
| Participant deferral / active EE | $1,790 | $3,779-52.6% | $4,656-61.6% | $4,028-55.6% |
| Admin fee / account holder | $218 | $6,110-96.4% | $7,492-97.1% | $5,403-96.0% |