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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 | $23,915 | $65,712-63.6% | $57,196-58.2% | $273,972-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.61% | 22.01%-13.4pp | 14.59%-6.0pp | 41.46%-32.8pp |
| Employer contribution / active EE | $6 | $3,280-99.8% | $2,683-99.8% | $4,869-99.9% |
| Participant deferral / active EE | $3,200 | $3,782-15.4% | $3,096+3.4% | $5,287-39.5% |
| Admin fee / account holder | $165 | $4,838-96.6% | $3,141-94.7% | $10,133-98.4% |