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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 | $42,725 | $83,908-49.1% | $68,509-37.6% | $125,389-65.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | 1.68% | 14.48%-12.8pp | 8.27%-6.6pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,918 | $4,125-5.0% | $3,382+15.8% | $5,352-26.8% |
| Admin fee / account holder | $134 | $8,982-98.5% | $5,275-97.5% | $9,541-98.6% |