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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 | $49,892 | $201,372-75.2% | $184,260-72.9% | $145,884-65.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.09% | 29.04%+12.1pp | 28.84%+12.3pp | 551.85%-510.8pp |
| Employer contribution / active EE | $1,426 | $7,024-79.7% | $6,427-77.8% | $4,662-69.4% |
| Participant deferral / active EE | $17,647 | $9,808+79.9% | $9,133+93.2% | $6,690+163.8% |
| Admin fee / account holder | $145 | $16,362-99.1% | $13,898-99.0% | $13,392-98.9% |