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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 | $53,898 | $145,431-62.9% | $211,142-74.5% | $87,485-38.4% |
| Participation rate | 88.9% | 84.7%+4.1pp | 87.3%+1.6pp | 68.9%+20.0pp |
| Annual return | 24.63% | 27.21%-2.6pp | 46.84%-22.2pp | 26.06%-1.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,429 | $6,859+139.5% | $9,284+77.0% | $4,274+284.4% |
| Admin fee / account holder | $52 | $17,052-99.7% | $19,076-99.7% | $7,775-99.3% |