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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 | $63,301 | $71,873-11.9% | $86,698-27.0% | $68,490-7.6% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | 56.17% | 3.54%+52.6pp | 35.96%+20.2pp | -7.85%+64.0pp |
| Employer contribution / active EE | $123 | $2,173-94.3% | $2,837-95.7% | $2,597-95.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $267 | $6,110-95.6% | $7,492-96.4% | $5,403-95.1% |