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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 | $49,445 | $124,980-60.4% | $108,359-54.4% | $154,746-68.0% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 12.90% | 45.00%-32.1pp | 36.89%-24.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,843 | $4,743-61.1% | $4,137-55.4% | $6,730-72.6% |
| Admin fee / account holder | $149 | $11,502-98.7% | $9,741-98.5% | $14,365-99.0% |