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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 | $34,186 | $175,259-80.5% | $149,723-77.2% | $139,487-75.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.04% | 166.82%-145.8pp | 134.50%-113.5pp | 373.84%-352.8pp |
| Employer contribution / active EE | $629 | $5,478-88.5% | $4,821-86.9% | $4,755-86.8% |
| Participant deferral / active EE | $4,670 | $6,522-28.4% | $5,682-17.8% | $6,713-30.4% |
| Admin fee / account holder | $57 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |