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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 | $17,243 | $57,119-69.8% | $85,187-79.8% | $80,935-78.7% |
| Participation rate | 95.0% | 56.4%+38.6pp | 67.5%+27.5pp | 67.7%+27.3pp |
| Annual return | 29.79% | 21.70%+8.1pp | 66.67%-36.9pp | 35.66%-5.9pp |
| Employer contribution / active EE | $4 | $1,802-99.8% | $2,732-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $9,259 | $3,115+197.2% | $4,525+104.6% | $4,299+115.3% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |