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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 | $29,988 | $60,349-50.3% | $74,184-59.6% | $62,881-52.3% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 7.62% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $236 | $1,680-85.9% | $2,370-90.0% | $2,281-89.6% |
| Participant deferral / active EE | $2,892 | $2,856+1.2% | $3,550-18.5% | $3,203-9.7% |
| Admin fee / account holder | $12 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |