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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 | $12,184 | $57,073-78.7% | $85,126-85.7% | $80,925-84.9% |
| Participation rate | 92.3% | 56.4%+35.9pp | 67.5%+24.8pp | 67.7%+24.6pp |
| Annual return | 18.79% | 21.69%-2.9pp | 66.63%-47.8pp | 35.65%-16.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,279 | $3,113+101.7% | $4,523+38.8% | $4,299+46.1% |
| Admin fee / account holder | $73 | $4,988-98.5% | $6,160-98.8% | $6,940-98.9% |