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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 | $20,267 | $96,558-79.0% | $80,977-75.0% | $273,972-92.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.82% | 15.14%-7.3pp | 17.11%-9.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $336 | $4,869-93.1% | $3,715-90.9% | $4,869-93.1% |
| Participant deferral / active EE | $2,406 | $6,598-63.5% | $5,696-57.8% | $5,287-54.5% |
| Admin fee / account holder | $144 | $7,493-98.1% | $5,517-97.4% | $10,133-98.6% |