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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 | $26,553 | $99,345-73.3% | $84,753-68.7% | $273,972-90.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 16.18% | 22.93%-6.8pp | 22.78%-6.6pp | 41.46%-25.3pp |
| Employer contribution / active EE | $534 | $4,214-87.3% | $3,574-85.1% | $4,869-89.0% |
| Participant deferral / active EE | $1,082 | $4,270-74.7% | $3,712-70.9% | $5,287-79.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |