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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 | $31,971 | $92,219-65.3% | $76,767-58.4% | $135,380-76.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.43% | 5.46%-12.9pp | 2.43%-9.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $500 | $3,216-84.4% | $2,485-79.9% | $4,779-89.5% |
| Participant deferral / active EE | $4,926 | $4,508+9.3% | $3,852+27.9% | $5,609-12.2% |
| Admin fee / account holder | $215 | $10,749-98.0% | $6,675-96.8% | $10,828-98.0% |