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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 | $26,936 | $49,239-45.3% | $70,462-61.8% | $79,858-66.3% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 69.6%+25.9pp |
| Annual return | 15.81% | 30.08%-14.3pp | 109.08%-93.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $84 | $2,100-96.0% | $2,737-96.9% | $2,471-96.6% |
| Participant deferral / active EE | $1,669 | $2,769-39.7% | $3,710-55.0% | $3,740-55.4% |
| Admin fee / account holder | $34 | $2,876-98.8% | $3,845-99.1% | $5,306-99.4% |