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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 | $17,243 | $57,057-69.8% | $85,009-79.7% | $80,874-78.7% |
| Participation rate | 95.0% | 56.4%+38.6pp | 67.5%+27.5pp | 67.6%+27.4pp |
| Annual return | 29.79% | 21.66%+8.1pp | 66.47%-36.7pp | 35.62%-5.8pp |
| Employer contribution / active EE | $4 | $1,799-99.8% | $2,728-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $9,259 | $3,112+197.5% | $4,522+104.8% | $4,297+115.5% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |