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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 | $2,684 | $49,976-94.6% | $66,674-96.0% | $82,637-96.8% |
| Participation rate | 70.3% | 63.1%+7.2pp | 73.7%-3.4pp | 68.1%+2.2pp |
| Annual return | 15.19% | 39.09%-23.9pp | 321.24%-306.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $245 | $1,988-87.7% | $2,620-90.7% | $2,552-90.4% |
| Participant deferral / active EE | $592 | $2,847-79.2% | $4,084-85.5% | $4,126-85.6% |
| Admin fee / account holder | $250 | $4,594-94.5% | $5,098-95.1% | $7,339-96.6% |