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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 | $17,071 | $45,082-62.1% | $69,464-75.4% | $72,975-76.6% |
| Participation rate | 76.0% | 68.5%+7.5pp | 74.6%+1.4pp | 69.5%+6.5pp |
| Annual return | 24.36% | 22.66%+1.7pp | 28.98%-4.6pp | 81.01%-56.7pp |
| Employer contribution / active EE | $293 | $2,055-85.7% | $2,779-89.4% | $2,440-88.0% |
| Participant deferral / active EE | $1,875 | $2,604-28.0% | $3,536-47.0% | $3,608-48.0% |
| Admin fee / account holder | $242 | $3,057-92.1% | $3,840-93.7% | $5,124-95.3% |