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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 | $35,155 | $107,363-67.3% | $92,909-62.2% | $152,897-77.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 19.84% | 145.63%-125.8pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $534 | $4,222-87.4% | $3,653-85.4% | $4,764-88.8% |
| Participant deferral / active EE | $1,534 | $4,848-68.4% | $4,238-63.8% | $5,851-73.8% |
| Admin fee / account holder | $194 | $7,082-97.3% | $5,795-96.7% | $11,599-98.3% |