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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 | $57,085 | $114,119-50.0% | $107,187-46.7% | $138,895-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.01% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $456 | $4,059-88.8% | $3,782-87.9% | $4,194-89.1% |
| Participant deferral / active EE | $6,667 | $5,538+20.4% | $5,096+30.8% | $6,396+4.2% |
| Admin fee / account holder | $16 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |