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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 | $104,650-95.4% | $83,854-94.3% | $155,188-96.9% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 20.51% | 28.97%-8.5pp | 31.39%-10.9pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,576 | $2,367-33.4% | $2,035-22.6% | $6,531-75.9% |
| Admin fee / account holder | $166 | $3,518-95.3% | $3,197-94.8% | $14,480-98.9% |