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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 | $25,937 | $176,077-85.3% | $159,455-83.7% | $167,518-84.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.43% | 331.83%-315.4pp | 263.63%-247.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $732 | $5,298-86.2% | $4,830-84.9% | $4,838-84.9% |
| Participant deferral / active EE | $7,275 | $7,751-6.1% | $7,353-1.1% | $6,342+14.7% |
| Admin fee / account holder | $24 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |