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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 | $26,499 | $93,598-71.7% | $135,974-80.5% | $75,173-64.7% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 26.62% | 30.89%-4.3pp | 68.30%-41.7pp | 160.72%-134.1pp |
| Employer contribution / active EE | $200 | $3,538-94.4% | $4,859-95.9% | $2,671-92.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $132 | $6,978-98.1% | $10,767-98.8% | $5,651-97.7% |