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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 | $75,679 | $156,398-51.6% | $147,318-48.6% | $138,895-45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.67% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $680 | $4,853-86.0% | $4,593-85.2% | $4,194-83.8% |
| Participant deferral / active EE | $3,700 | $8,237-55.1% | $7,906-53.2% | $6,396-42.2% |
| Admin fee / account holder | $162 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |