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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 | $50,329 | $107,421-53.1% | $182,262-72.4% | $94,015-46.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 84.2%+1.5pp | 70.8%+14.9pp |
| Annual return | 23.38% | 21.32%+2.1pp | 140.60%-117.2pp | 17.84%+5.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,001 | $6,558-8.5% | $8,276-27.5% | $4,249+41.2% |
| Admin fee / account holder | $52 | $8,692-99.4% | $16,712-99.7% | $8,951-99.4% |