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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 | $60,694 | $92,219-34.2% | $76,767-20.9% | $135,380-55.2% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -6.88% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,027 | $4,508+11.5% | $3,852+30.5% | $5,609-10.4% |
| Admin fee / account holder | $258 | $10,749-97.6% | $6,675-96.1% | $10,828-97.6% |