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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 | $96,128 | $106,749-9.9% | $145,433-33.9% | $82,448+16.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.70% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $657 | $3,444-80.9% | $4,554-85.6% | $2,551-74.3% |
| Participant deferral / active EE | $3,305 | $6,519-49.3% | $7,897-58.1% | $4,139-20.1% |
| Admin fee / account holder | $286 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |