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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 | $23,356 | $91,198-74.4% | $178,503-86.9% | $79,856-70.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 16.73% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,508 | $3,237-22.5% | $5,202-51.8% | $3,741-32.9% |
| Admin fee / account holder | $169 | $6,748-97.5% | $13,987-98.8% | $5,306-96.8% |