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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 | $33,944 | $86,701-60.8% | $73,309-53.7% | $125,389-72.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | 0.79% | 2.78%-2.0pp | 5.67%-4.9pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,745 | $5,549+57.6% | $4,991+75.2% | $5,352+63.4% |
| Admin fee / account holder | $80 | $7,768-99.0% | $5,635-98.6% | $9,541-99.2% |