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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 | $41,125 | $53,774-23.5% | $134,162-69.3% | $79,852-48.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 20.34% | 19.01%+1.3pp | 36.35%-16.0pp | 31.72%-11.4pp |
| Employer contribution / active EE | $158 | $1,322-88.1% | $3,705-95.7% | $2,471-93.6% |
| Participant deferral / active EE | $1,171 | $2,420-51.6% | $3,500-66.5% | $3,740-68.7% |
| Admin fee / account holder | $225 | $3,985-94.3% | $6,685-96.6% | $5,306-95.8% |