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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 | $37,054 | $41,377-10.4% | $109,313-66.1% | $62,881-41.1% |
| Participation rate | 97.9% | 57.5%+40.4pp | 71.3%+26.7pp | 69.3%+28.6pp |
| Annual return | 7.60% | 11.05%-3.4pp | 22.07%-14.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1 | $1,276-99.9% | $3,892-100.0% | $2,281-99.9% |
| Participant deferral / active EE | $1,706 | $2,045-16.6% | $3,166-46.1% | $3,203-46.7% |
| Admin fee / account holder | $254 | $2,884-91.2% | $5,666-95.5% | $4,296-94.1% |