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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 | $17,420 | $64,311-72.9% | $57,356-69.6% | $125,389-86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.73% | 25.14%-22.4pp | 24.41%-21.7pp | 282.24%-279.5pp |
| Employer contribution / active EE | $222 | $3,193-93.1% | $2,689-91.8% | $4,866-95.4% |
| Participant deferral / active EE | $1,039 | $3,846-73.0% | $3,162-67.1% | $5,352-80.6% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |