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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 | $14,636 | $40,275-63.7% | $57,356-74.5% | $59,633-75.5% |
| Participation rate | 72.0% | 69.1%+2.9pp | 75.1%-3.1pp | 68.7%+3.3pp |
| Annual return | 23.54% | 27.52%-4.0pp | 24.41%-0.9pp | 2041.45%-2017.9pp |
| Employer contribution / active EE | $287 | $1,921-85.1% | $2,689-89.3% | $2,203-87.0% |
| Participant deferral / active EE | $1,156 | $2,400-51.8% | $3,162-63.4% | $3,192-63.8% |
| Admin fee / account holder | $175 | $2,820-93.8% | $3,357-94.8% | $4,297-95.9% |