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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 | $141,101 | $212,386-33.6% | $199,883-29.4% | $138,895+1.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.54% | 47.75%-28.2pp | 43.81%-24.3pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,104 | $6,625-83.3% | $6,261-82.4% | $4,194-73.7% |
| Participant deferral / active EE | $4,081 | $9,617-57.6% | $9,138-55.3% | $6,396-36.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |