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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 | $24,708 | $96,558-74.4% | $80,977-69.5% | $273,972-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.56% | 15.14%-10.6pp | 17.11%-12.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $455 | $4,869-90.7% | $3,715-87.8% | $4,869-90.7% |
| Participant deferral / active EE | $1,965 | $6,598-70.2% | $5,696-65.5% | $5,287-62.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |