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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 | $59,957 | $49,280+21.7% | $67,313-10.9% | $64,173-6.6% |
| Participation rate | 76.7% | 60.8%+16.0pp | 69.1%+7.7pp | 69.6%+7.2pp |
| Annual return | -5.87% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $248 | $1,668-85.1% | $2,566-90.3% | $2,381-89.6% |
| Participant deferral / active EE | $3,286 | $2,484+32.3% | $3,568-7.9% | $3,470-5.3% |
| Admin fee / account holder | $218 | $3,863-94.4% | $4,507-95.2% | $4,887-95.5% |