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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 | $27,642 | $183,627-84.9% | $155,602-82.2% | $145,978-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $989 | $5,316-81.4% | $4,675-78.8% | $4,662-78.8% |
| Participant deferral / active EE | $3,416 | $6,466-47.2% | $5,629-39.3% | $6,690-48.9% |
| Admin fee / account holder | $237 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |