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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 | $33,887 | $126,661-73.2% | $113,397-70.1% | $138,895-75.6% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 19.04% | 25.05%-6.0pp | 23.20%-4.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $394 | $3,456-88.6% | $2,977-86.8% | $4,194-90.6% |
| Participant deferral / active EE | $2,129 | $5,693-62.6% | $5,076-58.1% | $6,396-66.7% |
| Admin fee / account holder | $238 | $14,549-98.4% | $11,957-98.0% | $12,562-98.1% |