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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 | $71,780 | $183,592-60.9% | $155,574-53.9% | $145,877-50.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.65% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,011 | $6,466+271.3% | $5,629+326.5% | $6,691+258.9% |
| Admin fee / account holder | $297 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |