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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 | $43,300 | $81,331-46.8% | $155,534-72.2% | $80,935-46.5% |
| Participation rate | 90.6% | 66.3%+24.3pp | 78.2%+12.4pp | 67.7%+22.9pp |
| Annual return | 25.45% | 33.37%-7.9pp | 64.92%-39.5pp | 35.66%-10.2pp |
| Employer contribution / active EE | $206 | $3,105-93.4% | $4,675-95.6% | $2,757-92.5% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26 | $7,999-99.7% | $15,900-99.8% | $6,924-99.6% |