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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 | $22,211 | $54,763-59.4% | $90,324-75.4% | $72,976-69.6% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 19.64% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $25 | $2,093-98.8% | $2,856-99.1% | $2,440-99.0% |
| Participant deferral / active EE | $1,913 | $2,887-33.8% | $3,885-50.8% | $3,608-47.0% |
| Admin fee / account holder | $236 | $3,973-94.1% | $5,356-95.6% | $5,124-95.4% |