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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 | $63,161 | $162,785-61.2% | $133,959-52.9% | $158,950-60.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.99% | 41.94%-20.0pp | 45.09%-23.1pp | 302.91%-280.9pp |
| Employer contribution / active EE | $463 | $4,975-90.7% | $3,919-88.2% | $4,762-90.3% |
| Participant deferral / active EE | $7,727 | $5,910+30.7% | $5,047+53.1% | $5,983+29.2% |
| Admin fee / account holder | $19 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |