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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 | $65,039 | $152,460-57.3% | $118,746-45.2% | $147,585-55.9% |
| Participation rate | 73.9% | 82.3%-8.4pp | 78.3%-4.4pp | 82.8%-8.9pp |
| Annual return | 15.60% | 17.41%-1.8pp | 24.54%-8.9pp | 578.58%-563.0pp |
| Employer contribution / active EE | $876 | $5,046-82.6% | $4,193-79.1% | $4,876-82.0% |
| Participant deferral / active EE | $2,872 | $6,212-53.8% | $5,332-46.1% | $5,439-47.2% |
| Admin fee / account holder | $179 | $16,953-98.9% | $10,720-98.3% | $10,886-98.4% |