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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 | $24,538 | $116,190-78.9% | $93,614-73.8% | $152,885-83.9% |
| Participation rate | 78.6% | 78.0%+0.5pp | 75.8%+2.7pp | 82.5%-3.9pp |
| Annual return | 20.97% | 35.96%-15.0pp | 32.76%-11.8pp | 345.39%-324.4pp |
| Employer contribution / active EE | $408 | $3,219-87.3% | $2,718-85.0% | $4,763-91.4% |
| Participant deferral / active EE | $2,794 | $4,604-39.3% | $4,069-31.3% | $5,851-52.3% |
| Admin fee / account holder | $42 | $10,749-99.6% | $7,889-99.5% | $11,598-99.6% |