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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 | $18,112 | $49,255-63.2% | $70,494-74.3% | $79,856-77.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.96% | 30.10%-23.1pp | 109.16%-102.2pp | 31.71%-24.7pp |
| Employer contribution / active EE | $341 | $2,100-83.7% | $2,738-87.5% | $2,471-86.2% |
| Participant deferral / active EE | $1,785 | $2,768-35.5% | $3,711-51.9% | $3,741-52.3% |
| Admin fee / account holder | $63 | $2,879-97.8% | $3,848-98.4% | $5,306-98.8% |