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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 | $15,572 | $95,917-83.8% | $79,583-80.4% | $134,545-88.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -19.86% | -2.70%-17.2pp | 0.16%-20.0pp | 418.37%-438.2pp |
| Employer contribution / active EE | -$38 | $3,129-101.2% | $2,414-101.6% | $4,742-100.8% |
| Participant deferral / active EE | $6,015 | $4,694+28.1% | $3,986+50.9% | $6,401-6.0% |
| Admin fee / account holder | $266 | $9,132-97.1% | $6,835-96.1% | $11,431-97.7% |