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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 | $115,691 | $64,719+78.8% | $112,249+3.1% | $68,486+68.9% |
| Participation rate | 70.3% | 67.2%+3.1pp | 75.1%-4.8pp | 67.9%+2.4pp |
| Annual return | -15.68% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $543 | $2,747-80.2% | $3,636-85.1% | $2,597-79.1% |
| Participant deferral / active EE | $4,203 | $3,565+17.9% | $4,729-11.1% | $4,028+4.4% |
| Admin fee / account holder | $290 | $5,232-94.5% | $6,412-95.5% | $5,404-94.6% |