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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 | $73,977 | $153,769-51.9% | $133,975-44.8% | $273,972-73.0% |
| Participation rate | 72.2% | 88.4%-16.1pp | 87.1%-14.8pp | 83.0%-10.8pp |
| Annual return | 7.94% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,037 | $6,029-82.8% | $5,211-80.1% | $4,869-78.7% |
| Participant deferral / active EE | $3,111 | $6,958-55.3% | $6,282-50.5% | $5,287-41.2% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.6% | $10,133-97.8% |