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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 | $72,434 | $97,020-25.3% | $83,327-13.1% | $135,380-46.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -2.59% | 12.31%-14.9pp | 10.64%-13.2pp | 519.81%-522.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,837 | $5,964+31.4% | $5,565+40.8% | $5,609+39.7% |
| Admin fee / account holder | $19 | $8,426-99.8% | $7,540-99.8% | $10,828-99.8% |