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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 | $36,423 | $91,559-60.2% | $133,959-72.8% | $79,858-54.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 23.39% | 61.85%-38.5pp | 45.09%-21.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $467 | $2,384-80.4% | $3,919-88.1% | $2,471-81.1% |
| Participant deferral / active EE | $3,431 | $3,734-8.1% | $5,047-32.0% | $3,740-8.3% |
| Admin fee / account holder | $130 | $6,321-97.9% | $8,928-98.5% | $5,306-97.5% |