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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 | $40,924 | $165,381-75.3% | $149,730-72.7% | $158,966-74.3% |
| Participation rate | 72.2% | 84.6%-12.4pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 16.70% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $381 | $5,104-92.5% | $4,645-91.8% | $4,762-92.0% |
| Participant deferral / active EE | $13,651 | $7,182+90.1% | $6,843+99.5% | $5,983+128.2% |
| Admin fee / account holder | $98 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |