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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 | $28,065 | $43,344-35.3% | $59,899-53.1% | $64,173-56.3% |
| Participation rate | 72.0% | 69.2%+2.8pp | 74.7%-2.7pp | 69.6%+2.4pp |
| Annual return | 7.34% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,947 | $2,547+15.7% | $3,402-13.4% | $3,470-15.1% |
| Admin fee / account holder | $91 | $3,008-97.0% | $3,592-97.5% | $4,887-98.1% |