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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 | $33,225 | $167,362-80.1% | $143,799-76.9% | $134,532-75.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -17.76% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,045 | $5,620-81.4% | $4,952-78.9% | $4,741-78.0% |
| Participant deferral / active EE | $5,113 | $6,447-20.7% | $5,638-9.3% | $6,401-20.1% |
| Admin fee / account holder | $39 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |