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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 | $21,776 | $78,015-72.1% | $178,505-87.8% | $80,959-73.1% |
| Participation rate | 97.5% | 65.7%+31.8pp | 77.1%+20.4pp | 67.7%+29.8pp |
| Annual return | 12.31% | 18.10%-5.8pp | 27.16%-14.8pp | 35.67%-23.4pp |
| Employer contribution / active EE | $391 | $2,281-82.9% | $3,955-90.1% | $2,757-85.8% |
| Participant deferral / active EE | $2,091 | $4,406-52.5% | $6,280-66.7% | $4,300-51.4% |
| Admin fee / account holder | $212 | $7,160-97.0% | $10,428-98.0% | $6,925-96.9% |