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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 | $69,405 | $105,623-34.3% | $87,502-20.7% | $273,972-74.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.56% | 12.26%-3.7pp | 12.21%-3.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,141 | $3,601-68.3% | $3,149-63.8% | $5,287-78.4% |
| Admin fee / account holder | $12 | $4,781-99.7% | $4,221-99.7% | $10,133-99.9% |