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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 | $29,076 | $88,707-67.2% | $74,184-60.8% | $273,972-89.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 16.45% | 11.94%+4.5pp | 17.74%-1.3pp | 41.46%-25.0pp |
| Employer contribution / active EE | $165 | $3,159-94.8% | $2,370-93.0% | $4,869-96.6% |
| Participant deferral / active EE | $2,104 | $4,212-50.0% | $3,550-40.7% | $5,287-60.2% |
| Admin fee / account holder | $228 | $8,717-97.4% | $5,586-95.9% | $10,133-97.8% |