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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 | $56,591 | $142,358-60.2% | $119,615-52.7% | $134,493-57.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.54% | -12.46%-1.1pp | -14.98%+1.4pp | 418.01%-431.6pp |
| Employer contribution / active EE | $0 | $5,223-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,160 | $6,470-4.8% | $5,602+10.0% | $6,400-3.7% |
| Admin fee / account holder | $30 | $13,585-99.8% | $10,324-99.7% | $11,425-99.7% |