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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 | $70,304 | $86,701-18.9% | $73,309-4.1% | $125,389-43.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | -0.49% | 2.78%-3.3pp | 5.67%-6.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,891 | $5,549-65.9% | $4,991-62.1% | $5,352-64.7% |
| Admin fee / account holder | $221 | $7,768-97.1% | $5,635-96.1% | $9,541-97.7% |