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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 | $22,315 | $134,817-83.4% | $123,973-82.0% | $155,188-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.07% | 515.49%-495.4pp | 388.13%-368.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $885 | $4,425-80.0% | $4,126-78.6% | $4,248-79.2% |
| Participant deferral / active EE | $1,914 | $5,706-66.5% | $5,247-63.5% | $6,531-70.7% |
| Admin fee / account holder | $46 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |