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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 | $24,440 | $65,712-62.8% | $57,196-57.3% | $273,972-91.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.14% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,022 | $3,782+6.3% | $3,096+29.9% | $5,287-23.9% |
| Admin fee / account holder | $11 | $4,838-99.8% | $3,141-99.7% | $10,133-99.9% |