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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 | $50,616 | $132,099-61.7% | $115,599-56.2% | $138,895-63.6% |
| Participation rate | 82.6% | 77.9%+4.8pp | 74.3%+8.3pp | 79.9%+2.7pp |
| Annual return | 19.27% | 176.76%-157.5pp | 111.10%-91.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $627 | $3,416-81.6% | $2,955-78.8% | $4,194-85.0% |
| Participant deferral / active EE | $4,542 | $5,617-19.1% | $4,889-7.1% | $6,396-29.0% |
| Admin fee / account holder | $218 | $15,650-98.6% | $12,841-98.3% | $12,562-98.3% |