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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 | $37,152 | $49,025-24.2% | $87,502-57.5% | $62,881-40.9% |
| Participation rate | 77.6% | 64.9%+12.7pp | 73.8%+3.7pp | 69.3%+8.2pp |
| Annual return | 7.36% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $944 | $2,289-58.7% | $3,149-70.0% | $3,203-70.5% |
| Admin fee / account holder | $231 | $4,065-94.3% | $4,221-94.5% | $4,296-94.6% |