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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 | $39,896 | $183,539-78.3% | $155,556-74.4% | $145,897-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.31%-48.9pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $968 | $5,315-81.8% | $4,675-79.3% | $4,663-79.2% |
| Participant deferral / active EE | $5,060 | $6,467-21.8% | $5,631-10.1% | $6,689-24.4% |
| Admin fee / account holder | $291 | $19,275-98.5% | $15,885-98.2% | $13,390-97.8% |