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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 | $38,555 | $124,330-69.0% | $109,173-64.7% | $167,536-77.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.75%-14.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $572 | $4,209-86.4% | $3,723-84.6% | $4,839-88.2% |
| Participant deferral / active EE | $10,400 | $5,256+97.9% | $4,654+123.5% | $6,342+64.0% |
| Admin fee / account holder | $147 | $7,974-98.2% | $6,755-97.8% | $12,315-98.8% |