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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 | $33,928 | $101,778-66.7% | $164,975-79.4% | $80,925-58.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.83% | 16.73%-3.9pp | 70.12%-57.3pp | 35.65%-22.8pp |
| Employer contribution / active EE | $769 | $2,954-74.0% | $4,343-82.3% | $2,756-72.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $178 | $8,221-97.8% | $12,688-98.6% | $6,940-97.4% |