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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 | $29,069 | $71,208-59.2% | $93,681-69.0% | $80,911-64.1% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 39.04% | 11.27%+27.8pp | 133.47%-94.4pp | 35.63%+3.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,775 | $4,035+43.1% | $4,415+30.8% | $4,297+34.4% |
| Admin fee / account holder | $233 | $6,951-96.6% | $8,290-97.2% | $6,935-96.6% |