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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 | $73,216 | $88,707-17.5% | $74,184-1.3% | $273,972-73.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.62% | 11.94%-2.3pp | 17.74%-8.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $272 | $3,159-91.4% | $2,370-88.5% | $4,869-94.4% |
| Participant deferral / active EE | $1,401 | $4,212-66.7% | $3,550-60.5% | $5,287-73.5% |
| Admin fee / account holder | $125 | $8,717-98.6% | $5,586-97.8% | $10,133-98.8% |