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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 | $53,560 | $107,666-50.3% | $102,184-47.6% | $154,746-65.4% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 24.84% | 29.33%-4.5pp | 31.58%-6.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,721 | $8,719+57.4% | $8,309+65.1% | $6,730+103.9% |
| Admin fee / account holder | $6 | $12,943-100.0% | $11,609-99.9% | $14,365-100.0% |