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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 | $28,679 | $85,171-66.3% | $172,753-83.4% | $72,976-60.7% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.4pp | 69.5%+18.5pp |
| Annual return | 20.49% | 27.32%-6.8pp | 803.00%-782.5pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,499 | $3,260-23.3% | $5,198-51.9% | $3,608-30.7% |
| Admin fee / account holder | $187 | $5,880-96.8% | $13,956-98.7% | $5,124-96.3% |