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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 | $17,895 | $39,132-54.3% | $57,196-68.7% | $62,881-71.5% |
| Participation rate | 96.9% | 70.5%+26.4pp | 75.3%+21.5pp | 69.3%+27.6pp |
| Annual return | 5.13% | 9.24%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $49 | $1,874-97.4% | $2,683-98.2% | $2,281-97.8% |
| Participant deferral / active EE | $988 | $2,374-58.4% | $3,096-68.1% | $3,203-69.1% |
| Admin fee / account holder | $273 | $2,594-89.5% | $3,141-91.3% | $4,296-93.7% |