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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 | $85,002 | $157,829-46.1% | $136,867-37.9% | $198,609-57.2% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 13.75% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $398 | $3,923-89.9% | $3,547-88.8% | $5,055-92.1% |
| Participant deferral / active EE | $2,651 | $5,463-51.5% | $4,924-46.2% | $6,977-62.0% |
| Admin fee / account holder | $133 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |