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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 | $107,576 | $157,276-31.6% | $141,177-23.8% | $152,885-29.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.54% | 64.33%-41.8pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $305 | $5,262-94.2% | $4,736-93.5% | $4,763-93.6% |
| Participant deferral / active EE | $3,569 | $7,110-49.8% | $6,710-46.8% | $5,851-39.0% |
| Admin fee / account holder | $87 | $12,123-99.3% | $10,263-99.2% | $11,598-99.2% |