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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 | $46,983 | $185,905-74.7% | $170,057-72.4% | $139,487-66.3% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 19.68% | 60.56%-40.9pp | 53.42%-33.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,226 | $7,597-83.9% | $6,790-81.9% | $4,755-74.2% |
| Participant deferral / active EE | $3,603 | $11,627-69.0% | $10,411-65.4% | $6,713-46.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |