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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 | $41,053 | $106,267-61.4% | $96,520-57.5% | $139,456-70.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.17% | 38.45%-24.3pp | 35.72%-21.5pp | 373.45%-359.3pp |
| Employer contribution / active EE | $81 | $4,105-98.0% | $3,739-97.8% | $4,753-98.3% |
| Participant deferral / active EE | $4,505 | $5,454-17.4% | $4,879-7.7% | $6,711-32.9% |
| Admin fee / account holder | $147 | $7,882-98.1% | $6,733-97.8% | $11,407-98.7% |