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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 | $71,551 | $79,557-10.1% | $118,746-39.7% | $70,126+2.0% |
| Participation rate | 77.8% | 71.4%+6.4pp | 78.3%-0.5pp | 69.5%+8.2pp |
| Annual return | 19.75% | 25.64%-5.9pp | 24.54%-4.8pp | 73.15%-53.4pp |
| Employer contribution / active EE | $412 | $2,861-85.6% | $4,193-90.2% | $2,343-82.4% |
| Participant deferral / active EE | $2,146 | $4,089-47.5% | $5,332-59.8% | $3,332-35.6% |
| Admin fee / account holder | $79 | $5,374-98.5% | $10,720-99.3% | $4,645-98.3% |