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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 | $74,576 | $124,425-40.1% | $112,040-33.4% | $137,256-45.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 12.95% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $645 | $3,411-81.1% | $2,954-78.2% | $4,156-84.5% |
| Participant deferral / active EE | $4,787 | $5,718-16.3% | $5,098-6.1% | $6,407-25.3% |
| Admin fee / account holder | $197 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |