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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 | $42,075 | $69,977-39.9% | $108,582-61.3% | $62,881-33.1% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | 8.58% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $329 | $2,135-84.6% | $3,758-91.2% | $2,281-85.6% |
| Participant deferral / active EE | $3,426 | $3,165+8.3% | $4,311-20.5% | $3,203+7.0% |
| Admin fee / account holder | $168 | $5,076-96.7% | $7,645-97.8% | $4,296-96.1% |