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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 | $24,417 | $93,346-73.8% | $71,796-66.0% | $273,972-91.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 4.60% | 130.39%-125.8pp | 78.04%-73.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,426 | $3,475-59.0% | $2,794-49.0% | $5,287-73.0% |
| Admin fee / account holder | $248 | $6,571-96.2% | $4,815-94.8% | $10,133-97.6% |