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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 | $35,347 | $209,422-83.1% | $178,503-80.2% | $158,982-77.8% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 13.37% | 188.81%-175.4pp | 151.12%-137.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $969 | $5,707-83.0% | $5,011-80.7% | $4,763-79.7% |
| Participant deferral / active EE | $2,013 | $5,955-66.2% | $5,202-61.3% | $5,983-66.4% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |