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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 | $83,196 | $133,998-37.9% | $112,263-25.9% | $134,545-38.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $327 | $4,040-91.9% | $3,636-91.0% | $4,742-93.1% |
| Participant deferral / active EE | $5,167 | $5,292-2.4% | $4,729+9.3% | $6,401-19.3% |
| Admin fee / account holder | $251 | $7,493-96.7% | $6,410-96.1% | $11,431-97.8% |