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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 | $15,199 | $90,486-83.2% | $78,676-80.7% | $273,972-94.5% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 7.77% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,364 | $3,901-65.0% | $3,517-61.2% | $5,287-74.2% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.6% | $10,133-97.1% |