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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 | $16,842 | $53,162-68.3% | $91,225-81.5% | $68,486-75.4% |
| Participation rate | 98.9% | 63.2%+35.7pp | 73.2%+25.7pp | 67.9%+31.0pp |
| Annual return | 40.74% | -3.14%+43.9pp | 114.12%-73.4pp | -7.85%+48.6pp |
| Employer contribution / active EE | $271 | $1,709-84.2% | $2,851-90.5% | $2,597-89.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $73 | $4,493-98.4% | $5,422-98.7% | $5,404-98.6% |