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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 | $24,283 | $110,278-78.0% | $95,740-74.6% | $139,466-82.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.91% | 27.19%-0.3pp | 28.41%-1.5pp | 373.66%-346.8pp |
| Employer contribution / active EE | $3 | $3,260-99.9% | $2,836-99.9% | $4,754-99.9% |
| Participant deferral / active EE | $3,940 | $4,674-15.7% | $4,244-7.2% | $6,712-41.3% |
| Admin fee / account holder | $7 | $6,613-99.9% | $5,676-99.9% | $11,409-99.9% |