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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 | $7,363 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 79.3% | 66.4%+12.9pp | 77.8%+1.6pp | 68.1%+11.2pp |
| Annual return | 28.26% | 39.99%-11.7pp | 62.79%-34.5pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,601 | $3,214+12.0% | $5,453-34.0% | $4,139-13.0% |
| Admin fee / account holder | $110 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |