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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 | $23,056 | $50,554-54.4% | $67,681-65.9% | $87,485-73.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 23.35% | 17.81%+5.5pp | 590.58%-567.2pp | 26.06%-2.7pp |
| Employer contribution / active EE | $245 | $1,988-87.7% | $2,678-90.9% | $2,596-90.6% |
| Participant deferral / active EE | $1,050 | $2,961-64.5% | $3,976-73.6% | $4,274-75.4% |
| Admin fee / account holder | $235 | $4,132-94.3% | $6,100-96.2% | $7,775-97.0% |