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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 | $17,778 | $99,345-82.1% | $84,753-79.0% | $273,972-93.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 8.33% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $419 | $4,214-90.1% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $3,446 | $4,270-19.3% | $3,712-7.2% | $5,287-34.8% |
| Admin fee / account holder | $124 | $6,645-98.1% | $5,333-97.7% | $10,133-98.8% |