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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 | $36,250 | $56,197-35.5% | $67,652-46.4% | $59,633-39.2% |
| Participation rate | 79.3% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | 0.63% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $272 | $1,615-83.1% | $2,266-88.0% | $2,203-87.6% |
| Participant deferral / active EE | $1,737 | $2,844-38.9% | $3,560-51.2% | $3,192-45.6% |
| Admin fee / account holder | $217 | $3,958-94.5% | $4,821-95.5% | $4,297-94.9% |