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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 | $34,100 | $103,949-67.2% | $69,182-50.7% | $273,972-87.6% |
| Participation rate | 81.8% | 67.4%+14.5pp | 55.1%+26.7pp | 83.0%-1.2pp |
| Annual return | 25.97% | 35.28%-9.3pp | -21.93%+47.9pp | 41.46%-15.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,432 | $2,716+136.8% | $1,897+239.1% | $5,287+21.7% |
| Admin fee / account holder | $265 | $3,671-92.8% | $2,697-90.2% | $10,133-97.4% |