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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 | $45,817 | $72,492-36.8% | $87,102-47.4% | $72,983-37.2% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.9%-0.7pp | 69.5%+6.7pp |
| Annual return | 20.33% | 24.46%-4.1pp | 28.19%-7.9pp | 81.01%-60.7pp |
| Employer contribution / active EE | $401 | $1,894-78.8% | $2,521-84.1% | $2,440-83.5% |
| Participant deferral / active EE | $2,773 | $3,270-15.2% | $4,048-31.5% | $3,608-23.1% |
| Admin fee / account holder | $159 | $5,055-96.9% | $7,491-97.9% | $5,124-96.9% |