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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 | $67,554 | $57,352+17.8% | $83,830-19.4% | $64,173+5.3% |
| Participation rate | 72.0% | 68.6%+3.4pp | 76.1%-4.1pp | 69.6%+2.4pp |
| Annual return | 11.22% | 11.38%-0.2pp | 850.97%-839.8pp | 7.63%+3.6pp |
| Employer contribution / active EE | $482 | $2,546-81.1% | $3,631-86.7% | $2,381-79.7% |
| Participant deferral / active EE | $1,929 | $2,993-35.6% | $4,082-52.7% | $3,470-44.4% |
| Admin fee / account holder | $286 | $4,046-92.9% | $5,479-94.8% | $4,887-94.1% |