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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 | $46,338 | $160,028-71.0% | $147,080-68.5% | $145,884-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.03% | 98.60%-77.6pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $617 | $5,286-88.3% | $4,933-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $3,195 | $8,422-62.1% | $8,066-60.4% | $6,690-52.2% |
| Admin fee / account holder | $13 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |