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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 | $2,355 | $94,439-97.5% | $73,658-96.8% | $154,746-98.5% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 22.46% | 28.25%-5.8pp | 29.72%-7.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,318 | $2,527-8.3% | $2,062+12.4% | $6,730-65.6% |
| Admin fee / account holder | $18 | $3,843-99.5% | $3,357-99.5% | $14,365-99.9% |