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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 | $103,481 | $201,370-48.6% | $184,256-43.8% | $145,897-29.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 20.16% | 29.05%-8.9pp | 28.85%-8.7pp | 552.29%-532.1pp |
| Employer contribution / active EE | $934 | $7,024-86.7% | $6,427-85.5% | $4,663-80.0% |
| Participant deferral / active EE | $6,812 | $9,808-30.5% | $9,133-25.4% | $6,689+1.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |