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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 | $3,454 | $36,948-90.7% | $73,658-95.3% | $87,485-96.1% |
| Participation rate | 92.9% | 46.8%+46.0pp | 57.0%+35.8pp | 68.9%+23.9pp |
| Annual return | 21.59% | 28.64%-7.1pp | 29.72%-8.1pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,573 | $1,379+14.1% | $2,062-23.7% | $4,274-63.2% |
| Admin fee / account holder | $65 | $2,531-97.4% | $3,357-98.1% | $7,775-99.2% |