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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 | $138,758 | $275,752-49.7% | $256,809-46.0% | $198,609-30.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 25.74% | 34.81%-9.1pp | 32.73%-7.0pp | 202.70%-177.0pp |
| Employer contribution / active EE | $1,831 | $7,721-76.3% | $7,263-74.8% | $5,055-63.8% |
| Participant deferral / active EE | $11,458 | $10,037+14.2% | $9,520+20.4% | $6,977+64.2% |
| Admin fee / account holder | $285 | $25,716-98.9% | $25,146-98.9% | $19,030-98.5% |