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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 | $19,209 | $43,338-55.7% | $59,887-67.9% | $64,173-70.1% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | 8.11% | -1.55%+9.7pp | 3.46%+4.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,403 | $2,547+72.9% | $3,402+29.4% | $3,470+26.9% |
| Admin fee / account holder | $256 | $3,007-91.5% | $3,591-92.9% | $4,887-94.8% |