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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 | $18,907 | $99,341-81.0% | $84,750-77.7% | $273,965-93.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.73% | 22.93%-18.2pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $193 | $4,214-95.4% | $3,574-94.6% | $4,869-96.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $6,644-96.2% | $5,332-95.2% | $10,132-97.5% |