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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 | $30,018 | $157,296-80.9% | $141,191-78.7% | $152,897-80.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 24.92% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $794 | $5,262-84.9% | $4,736-83.2% | $4,764-83.3% |
| Participant deferral / active EE | $10,948 | $7,111+54.0% | $6,710+63.2% | $5,851+87.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |