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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 | $28,233 | $153,311-81.6% | $109,313-74.2% | $273,972-89.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.57% | 29.86%-21.3pp | 22.07%-13.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,531 | $3,932+15.2% | $3,166+43.1% | $5,287-14.3% |
| Admin fee / account holder | $9 | $8,076-99.9% | $5,666-99.8% | $10,133-99.9% |