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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 | $46,076 | $185,856-75.2% | $170,028-72.9% | $139,456-67.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.02% | 60.52%-37.5pp | 53.39%-30.4pp | 373.45%-350.4pp |
| Employer contribution / active EE | $685 | $7,593-91.0% | $6,788-89.9% | $4,753-85.6% |
| Participant deferral / active EE | $12,889 | $11,623+10.9% | $10,409+23.8% | $6,711+92.0% |
| Admin fee / account holder | $59 | $15,387-99.6% | $12,820-99.5% | $11,407-99.5% |