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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 | $63,171 | $65,367-3.4% | $92,915-32.0% | $72,976-13.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 43.35% | 42.11%+1.2pp | 109.45%-66.1pp | 81.02%-37.7pp |
| Employer contribution / active EE | $148 | $2,594-94.3% | $3,653-95.9% | $2,440-93.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $127 | $4,251-97.0% | $5,796-97.8% | $5,124-97.5% |