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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 | $34,679 | $108,212-68.0% | $77,513-55.3% | $158,966-78.2% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 22.41% | 31.67%-9.3pp | 54.81%-32.4pp | 302.95%-280.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,288 | $2,455+156.1% | $1,861+237.9% | $5,983+5.1% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |