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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 | $21,901 | $76,551-71.4% | $123,894-82.3% | $62,881-65.2% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 7.34% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $346 | $2,882-88.0% | $4,617-92.5% | $2,281-84.8% |
| Participant deferral / active EE | $2,550 | $4,840-47.3% | $5,984-57.4% | $3,203-20.4% |
| Admin fee / account holder | $235 | $4,826-95.1% | $8,357-97.2% | $4,296-94.5% |