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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 | $59,104 | $101,618-41.8% | $93,063-36.5% | $137,256-56.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 21.33% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $142 | $2,707-94.8% | $2,476-94.3% | $4,156-96.6% |
| Participant deferral / active EE | $11,387 | $4,279+166.1% | $3,958+187.7% | $6,407+77.7% |
| Admin fee / account holder | $73 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |