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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 | $93,103 | $138,366-32.7% | $184,185-49.5% | $80,911+15.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 48.42% | 20.02%+28.4pp | 28.81%+19.6pp | 35.63%+12.8pp |
| Employer contribution / active EE | $371 | $4,849-92.3% | $6,426-94.2% | $2,756-86.5% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $208 | $10,484-98.0% | $13,909-98.5% | $6,935-97.0% |