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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 | $63,714 | $94,436-32.5% | $115,599-44.9% | $82,637-22.9% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.3%+21.9pp | 68.1%+28.2pp |
| Annual return | 20.53% | 18.37%+2.2pp | 111.10%-90.6pp | 53.51%-33.0pp |
| Employer contribution / active EE | $528 | $2,324-77.3% | $2,955-82.1% | $2,552-79.3% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $224 | $10,328-97.8% | $12,841-98.3% | $7,339-96.9% |