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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 | $4,778 | $94,439-94.9% | $73,658-93.5% | $154,746-96.9% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 20.51% | 28.25%-7.7pp | 29.72%-9.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,576 | $2,527-37.6% | $2,062-23.6% | $6,730-76.6% |
| Admin fee / account holder | $166 | $3,843-95.7% | $3,357-95.1% | $14,365-98.8% |