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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 | $33,126 | $154,193-78.5% | $130,045-74.5% | $139,466-76.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 20.45% | 32.51%-12.1pp | -137.30%+157.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $894 | $5,292-83.1% | $4,321-79.3% | $4,754-81.2% |
| Participant deferral / active EE | $7,500 | $6,709+11.8% | $5,820+28.9% | $6,712+11.7% |
| Admin fee / account holder | $216 | $13,989-98.5% | $10,600-98.0% | $11,409-98.1% |