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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 | $34,802 | $181,896-80.9% | $156,551-77.8% | $273,972-87.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 12.23% | 30.74%-18.5pp | 32.23%-20.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,267 | $6,248-79.7% | $5,501-77.0% | $4,869-74.0% |
| Participant deferral / active EE | $4,873 | $5,550-12.2% | $4,8710% | $5,287-7.8% |
| Admin fee / account holder | $87 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |