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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 | $45,680 | $105,861-56.8% | $90,756-49.7% | $134,509-66.0% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -19.23% | -10.99%-8.2pp | -12.16%-7.1pp | 418.13%-437.4pp |
| Employer contribution / active EE | $557 | $3,463-83.9% | $2,922-80.9% | $4,741-88.2% |
| Participant deferral / active EE | $3,738 | $5,217-28.4% | $4,565-18.1% | $6,400-41.6% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,445-99.8% | $11,427-99.8% |