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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 | $91,417 | $157,296-41.9% | $141,191-35.3% | $152,897-40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.65% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $63 | $5,262-98.8% | $4,736-98.7% | $4,764-98.7% |
| Participant deferral / active EE | $9,390 | $7,111+32.0% | $6,710+39.9% | $5,851+60.5% |
| Admin fee / account holder | $212 | $12,125-98.3% | $10,264-97.9% | $11,599-98.2% |