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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 | $138,328 | $88,672+56.0% | $105,223+31.5% | $82,448+67.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.10% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $368 | $3,048-87.9% | $3,689-90.0% | $2,551-85.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $190 | $7,146-97.3% | $8,859-97.9% | $7,234-97.4% |