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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 | $14,839 | $73,848-79.9% | $143,799-89.7% | $68,486-78.3% |
| Participation rate | 70.8% | 66.7%+4.2pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -17.89% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $205 | $3,184-93.6% | $4,952-95.9% | $2,597-92.1% |
| Participant deferral / active EE | $3,252 | $3,385-3.9% | $5,638-42.3% | $4,028-19.3% |
| Admin fee / account holder | $253 | $5,755-95.6% | $14,677-98.3% | $5,404-95.3% |