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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 | $35,365 | $43,333-18.4% | $59,883-40.9% | $64,181-44.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | -5.74% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,226 | $2,547+26.7% | $3,402-5.2% | $3,470-7.0% |
| Admin fee / account holder | $133 | $3,006-95.6% | $3,591-96.3% | $4,887-97.3% |