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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 | $62,380 | $39,132+59.4% | $57,196+9.1% | $62,881-0.8% |
| Participation rate | 76.1% | 70.5%+5.6pp | 75.3%+0.8pp | 69.3%+6.8pp |
| Annual return | 1.25% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,083 | $2,374-12.3% | $3,096-32.7% | $3,203-35.0% |
| Admin fee / account holder | $172 | $2,594-93.4% | $3,141-94.5% | $4,296-96.0% |