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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 | $6,272 | $25,979-75.9% | $71,755-91.3% | $68,486-90.8% |
| Participation rate | 87.2% | 54.5%+32.7pp | 62.3%+24.9pp | 67.9%+19.3pp |
| Annual return | -10.05% | -15.10%+5.1pp | 9.09%-19.1pp | -7.85%-2.2pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,960 | $1,522+28.8% | $2,656-26.2% | $4,028-51.3% |
| Admin fee / account holder | $83 | $2,022-95.9% | $3,972-97.9% | $5,404-98.5% |