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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 | $87,576 | $201,259-56.5% | $184,200-52.5% | $145,959-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.75% | 28.98%-9.2pp | 28.80%-9.0pp | 561.95%-542.2pp |
| Employer contribution / active EE | $921 | $7,018-86.9% | $6,424-85.7% | $4,661-80.2% |
| Participant deferral / active EE | $6,500 | $9,806-33.7% | $9,132-28.8% | $6,689-2.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |