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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 | $45,332 | $88,707-48.9% | $74,184-38.9% | $273,972-83.5% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 6.11% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $253 | $3,159-92.0% | $2,370-89.3% | $4,869-94.8% |
| Participant deferral / active EE | $2,756 | $4,212-34.6% | $3,550-22.4% | $5,287-47.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |