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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 | $15,701 | $39,132-59.9% | $57,196-72.5% | $62,881-75.0% |
| Participation rate | 81.7% | 70.5%+11.2pp | 75.3%+6.3pp | 69.3%+12.4pp |
| Annual return | 1.18% | 9.24%-8.1pp | 14.59%-13.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $265 | $1,874-85.9% | $2,683-90.1% | $2,281-88.4% |
| Participant deferral / active EE | $949 | $2,374-60.1% | $3,096-69.4% | $3,203-70.4% |
| Admin fee / account holder | $34 | $2,594-98.7% | $3,141-98.9% | $4,296-99.2% |