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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 | $29,644 | $65,034-54.4% | $90,970-67.4% | $79,856-62.9% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.0%+5.2pp | 69.6%+4.6pp |
| Annual return | 16.15% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,294 | $2,512-8.7% | $3,373-32.0% | $3,741-38.7% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |