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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 | $17,956 | $40,275-55.4% | $57,356-68.7% | $59,633-69.9% |
| Participation rate | 93.3% | 69.1%+24.2pp | 75.1%+18.3pp | 68.7%+24.7pp |
| Annual return | 2.24% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $46 | $1,921-97.6% | $2,689-98.3% | $2,203-97.9% |
| Participant deferral / active EE | $924 | $2,400-61.5% | $3,162-70.8% | $3,192-71.1% |
| Admin fee / account holder | $114 | $2,820-96.0% | $3,357-96.6% | $4,297-97.3% |