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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 | $47,202 | $71,873-34.3% | $86,698-45.6% | $68,490-31.1% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -8.89% | 3.54%-12.4pp | 35.96%-44.9pp | -7.85%-1.0pp |
| Employer contribution / active EE | $532 | $2,173-75.5% | $2,837-81.2% | $2,597-79.5% |
| Participant deferral / active EE | $2,017 | $3,779-46.6% | $4,656-56.7% | $4,028-49.9% |
| Admin fee / account holder | $270 | $6,110-95.6% | $7,492-96.4% | $5,403-95.0% |