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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 | $48,002 | $201,370-76.2% | $184,256-73.9% | $145,897-67.1% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 13.44% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,936 | $9,808-59.9% | $9,133-56.9% | $6,689-41.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |