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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 | $80,799 | $136,307-40.7% | $106,619-24.2% | $273,972-70.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 3.73% | 11.05%-7.3pp | 9.42%-5.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $618 | $5,190-88.1% | $3,947-84.3% | $4,869-87.3% |
| Participant deferral / active EE | $2,819 | $4,969-43.3% | $3,930-28.3% | $5,287-46.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |