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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 | $17,574 | $174,379-89.9% | $152,093-88.4% | $138,895-87.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 22.24% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $676 | $4,652-85.5% | $4,175-83.8% | $4,194-83.9% |
| Participant deferral / active EE | $2,804 | $6,159-54.5% | $5,451-48.6% | $6,396-56.2% |
| Admin fee / account holder | $245 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |