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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 | $48,404 | $93,064-48.0% | $74,577-35.1% | $273,972-82.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.25% | 26.18%-20.9pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $931 | $4,160-77.6% | $3,458-73.1% | $5,287-82.4% |
| Admin fee / account holder | $141 | $5,273-97.3% | $4,138-96.6% | $10,133-98.6% |