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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 | $59,938 | $122,962-51.3% | $71,585-16.3% | $138,895-56.8% |
| Participation rate | 80.0% | 68.9%+11.1pp | 68.2%+11.8pp | 79.9%+0.1pp |
| Annual return | 18.22% | 37.84%-19.6pp | 59.26%-41.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,447 | $4,311+211.9% | $2,923+360.0% | $6,396+110.2% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |