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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 | $2,735 | $36,948-92.6% | $73,658-96.3% | $87,485-96.9% |
| Participation rate | 94.4% | 46.8%+47.6pp | 57.0%+37.4pp | 68.9%+25.5pp |
| Annual return | 22.61% | 28.64%-6.0pp | 29.72%-7.1pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,141 | $1,379-17.2% | $2,062-44.7% | $4,274-73.3% |
| Admin fee / account holder | $102 | $2,531-96.0% | $3,357-97.0% | $7,775-98.7% |