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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 | $30,542 | $100,811-69.7% | $86,698-64.8% | $134,545-77.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.56% | 29.11%-45.7pp | 35.96%-52.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $390 | $3,490-88.8% | $2,837-86.3% | $4,742-91.8% |
| Participant deferral / active EE | $2,591 | $5,339-51.5% | $4,656-44.4% | $6,401-59.5% |
| Admin fee / account holder | $189 | $10,926-98.3% | $7,492-97.5% | $11,431-98.3% |