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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 | $36,948-89.9% | $73,658-94.9% | $87,485-95.7% |
| Participation rate | 82.4% | 46.8%+35.5pp | 57.0%+25.3pp | 68.9%+13.4pp |
| Annual return | 22.05% | 28.64%-6.6pp | 29.72%-7.7pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,791 | $1,379+29.9% | $2,062-13.1% | $4,274-58.1% |
| Admin fee / account holder | $121 | $2,531-95.2% | $3,357-96.4% | $7,775-98.4% |