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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 | $28,347 | $43,344-34.6% | $59,899-52.7% | $64,173-55.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.80% | -1.55%-5.2pp | 3.46%-10.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $247 | $2,030-87.9% | $2,723-90.9% | $2,381-89.6% |
| Participant deferral / active EE | $1,788 | $2,547-29.8% | $3,402-47.4% | $3,470-48.5% |
| Admin fee / account holder | $271 | $3,008-91.0% | $3,592-92.5% | $4,887-94.5% |