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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 | $2,844 | $94,439-97.0% | $73,658-96.1% | $154,746-98.2% |
| Participation rate | 72.7% | 64.7%+8.1pp | 57.0%+15.7pp | 80.7%-8.0pp |
| Annual return | 19.76% | 28.25%-8.5pp | 29.72%-10.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $510 | $2,527-79.8% | $2,062-75.3% | $6,730-92.4% |
| Admin fee / account holder | $52 | $3,843-98.7% | $3,357-98.5% | $14,365-99.6% |