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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 | $19,328 | $81,276-76.2% | $155,574-87.6% | $80,925-76.1% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 16.49% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,673 | $3,453+93.2% | $5,629+18.5% | $4,299+55.2% |
| Admin fee / account holder | $19 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |