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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 | $50,199 | $134,817-62.8% | $123,973-59.5% | $155,188-67.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 22.55% | 515.49%-492.9pp | 388.13%-365.6pp | 148.84%-126.3pp |
| Employer contribution / active EE | $900 | $4,425-79.7% | $4,126-78.2% | $4,248-78.8% |
| Participant deferral / active EE | $3,633 | $5,706-36.3% | $5,247-30.8% | $6,531-44.4% |
| Admin fee / account holder | $52 | $13,245-99.6% | $11,799-99.6% | $14,480-99.6% |