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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 | $89,038 | $127,387-30.1% | $115,038-22.6% | $125,389-29.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.22% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $716 | $5,166-86.1% | $4,608-84.5% | $4,866-85.3% |
| Participant deferral / active EE | $2,130 | $6,423-66.8% | $6,026-64.7% | $5,352-60.2% |
| Admin fee / account holder | -$61 | $9,516-100.6% | $8,175-100.7% | $9,541-100.6% |