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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 | $57,671 | $61,660-6.5% | $80,022-27.9% | $64,173-10.1% |
| Participation rate | 70.7% | 71.7%-1.0pp | 75.8%-5.2pp | 69.6%+1.1pp |
| Annual return | 4.29% | -0.33%+4.6pp | 11.22%-6.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,196 | $2,968-26.0% | $3,686-40.4% | $3,470-36.7% |
| Admin fee / account holder | $232 | $5,417-95.7% | $6,521-96.4% | $4,887-95.3% |