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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 | $8,415 | $58,627-85.6% | $76,735-89.0% | $82,448-89.8% |
| Participation rate | 93.1% | 63.2%+29.9pp | 69.5%+23.6pp | 68.1%+25.0pp |
| Annual return | 14.53% | 39.10%-24.6pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,479 | $3,134-20.9% | $4,088-39.3% | $4,139-40.1% |
| Admin fee / account holder | $281 | $5,323-94.7% | $7,189-96.1% | $7,234-96.1% |