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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 | $7,696 | $72,071-89.3% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 24.74% | 353.14%-328.4pp | 292.57%-267.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $374 | $2,788-86.6% | $2,649-85.9% | $4,156-91.0% |
| Participant deferral / active EE | $2,827 | $4,410-35.9% | $4,123-31.4% | $6,407-55.9% |
| Admin fee / account holder | $283 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |