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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 | $32,057 | $209,336-84.7% | $197,124-83.7% | $137,256-76.6% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 21.69% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $833 | $6,591-87.4% | $6,227-86.6% | $4,156-80.0% |
| Participant deferral / active EE | $4,679 | $9,614-51.3% | $9,135-48.8% | $6,407-27.0% |
| Admin fee / account holder | $21 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |