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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 | $136,843 | $181,896-24.8% | $156,551-12.6% | $273,972-50.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,203 | $6,248-80.8% | $5,501-78.1% | $4,869-75.3% |
| Participant deferral / active EE | $3,452 | $5,550-37.8% | $4,871-29.1% | $5,287-34.7% |
| Admin fee / account holder | $3 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |