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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 | $67,187 | $72,492-7.3% | $87,104-22.9% | $72,975-7.9% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.9%+3.6pp | 69.5%+11.0pp |
| Annual return | 22.79% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $232 | $1,894-87.8% | $2,521-90.8% | $2,440-90.5% |
| Participant deferral / active EE | $3,947 | $3,270+20.7% | $4,048-2.5% | $3,608+9.4% |
| Admin fee / account holder | $87 | $5,055-98.3% | $7,491-98.8% | $5,124-98.3% |