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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 | $22,022 | $99,345-77.8% | $84,753-74.0% | $273,972-92.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $154 | $4,214-96.4% | $3,574-95.7% | $4,869-96.8% |
| Participant deferral / active EE | $5,015 | $4,270+17.5% | $3,712+35.1% | $5,287-5.2% |
| Admin fee / account holder | $283 | $6,645-95.7% | $5,333-94.7% | $10,133-97.2% |