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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 | $2,150 | $37,156-94.2% | $83,854-97.4% | $86,983-97.5% |
| Participation rate | 86.7% | 49.1%+37.6pp | 59.1%+27.6pp | 69.5%+17.1pp |
| Annual return | 21.49% | 29.88%-8.4pp | 31.39%-9.9pp | 25.83%-4.3pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,435 | $1,418+1.2% | $2,035-29.5% | $4,194-65.8% |
| Admin fee / account holder | $165 | $2,510-93.4% | $3,197-94.8% | $7,856-97.9% |