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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 | $21,072 | $112,729-81.3% | $98,716-78.7% | $137,256-84.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.79% | 38.48%-27.7pp | 31.81%-21.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $455 | $2,725-83.3% | $2,279-80.1% | $4,156-89.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $293 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |