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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 | $91,984 | $92,219-0.3% | $76,767+19.8% | $135,380-32.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -4.86% | 5.46%-10.3pp | 2.43%-7.3pp | 519.81%-524.7pp |
| Employer contribution / active EE | $478 | $3,216-85.2% | $2,485-80.8% | $4,779-90.0% |
| Participant deferral / active EE | $1,933 | $4,508-57.1% | $3,852-49.8% | $5,609-65.5% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |