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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 | $33,476 | $67,602-50.5% | $82,312-59.3% | $70,126-52.3% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,872 | $2,987-3.9% | $3,706-22.5% | $3,332-13.8% |
| Admin fee / account holder | $100 | $4,512-97.8% | $5,608-98.2% | $4,645-97.8% |