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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 | $21,691 | $58,848-63.1% | $88,179-75.4% | $82,637-73.8% |
| Participation rate | 75.6% | 57.9%+17.7pp | 69.1%+6.4pp | 68.1%+7.5pp |
| Annual return | 17.15% | 22.76%-5.6pp | 64.97%-47.8pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,552 | $3,124-18.3% | $4,614-44.7% | $4,126-38.2% |
| Admin fee / account holder | $273 | $4,795-94.3% | $7,673-96.4% | $7,339-96.3% |