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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 | $59,180 | $87,542-32.4% | $75,782-21.9% | $125,393-52.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.69% | 13.48%-15.2pp | 9.68%-11.4pp | 282.23%-283.9pp |
| Employer contribution / active EE | -$988 | $3,930-125.1% | $3,323-129.7% | $4,866-120.3% |
| Participant deferral / active EE | $7,345 | $4,229+73.7% | $3,652+101.2% | $5,351+37.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |