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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 | $5,245 | $36,948-85.8% | $73,658-92.9% | $87,485-94.0% |
| Participation rate | 87.5% | 46.8%+40.7pp | 57.0%+30.5pp | 68.9%+18.6pp |
| Annual return | 22.21% | 28.64%-6.4pp | 29.72%-7.5pp | 26.06%-3.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,896 | $1,379+37.5% | $2,062-8.1% | $4,274-55.6% |
| Admin fee / account holder | $64 | $2,531-97.5% | $3,357-98.1% | $7,775-99.2% |