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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 | $27,079 | $65,685-58.8% | $57,183-52.6% | $273,970-90.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.60% | 21.99%-20.4pp | 14.59%-13.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,980 | $3,781-47.6% | $3,096-36.0% | $5,287-62.5% |
| Admin fee / account holder | $88 | $4,835-98.2% | $3,139-97.2% | $10,132-99.1% |