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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 | $65,099 | $154,228-57.8% | $145,433-55.2% | $137,256-52.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $544 | $4,804-88.7% | $4,554-88.1% | $4,156-86.9% |
| Participant deferral / active EE | $7,833 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |