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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 | $3,748 | $37,156-89.9% | $83,854-95.5% | $86,983-95.7% |
| Participation rate | 82.4% | 49.1%+33.3pp | 59.1%+23.2pp | 69.5%+12.8pp |
| Annual return | 22.05% | 29.88%-7.8pp | 31.39%-9.3pp | 25.83%-3.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,791 | $1,418+26.3% | $2,035-12.0% | $4,194-57.3% |
| Admin fee / account holder | $121 | $2,510-95.2% | $3,197-96.2% | $7,856-98.5% |