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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 | $24,884 | $56,287-55.8% | $80,977-69.3% | $62,881-60.4% |
| Participation rate | 90.5% | 68.9%+21.5pp | 75.8%+14.7pp | 69.3%+21.2pp |
| Annual return | 9.70% | 22.13%-12.4pp | 17.11%-7.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,191 | $4,196+71.4% | $5,696+26.2% | $3,203+124.5% |
| Admin fee / account holder | $272 | $3,742-92.7% | $5,517-95.1% | $4,296-93.7% |