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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 | $18,988 | $111,535-83.0% | $105,223-82.0% | $137,256-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.67% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $500 | $3,939-87.3% | $3,689-86.4% | $4,156-88.0% |
| Participant deferral / active EE | $1,728 | $5,500-68.6% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $150 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |