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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 | $71,981 | $165,351-56.5% | $149,710-51.9% | $158,931-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.80% | 348.19%-331.4pp | 276.63%-259.8pp | 302.86%-286.1pp |
| Employer contribution / active EE | $482 | $5,103-90.6% | $4,645-89.6% | $4,761-89.9% |
| Participant deferral / active EE | $6,597 | $7,181-8.1% | $6,842-3.6% | $5,982+10.3% |
| Admin fee / account holder | $71 | $10,807-99.3% | $9,309-99.2% | $11,247-99.4% |