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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 | $70,676 | $67,606+4.5% | $82,313-14.1% | $70,124+0.8% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 18.60% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $311 | $1,755-82.3% | $2,428-87.2% | $2,342-86.7% |
| Participant deferral / active EE | $2,112 | $2,987-29.3% | $3,706-43.0% | $3,332-36.6% |
| Admin fee / account holder | $117 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |