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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 | $61,530 | $89,370-31.2% | $141,197-56.4% | $72,976-15.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 47.90% | 111.88%-64.0pp | 71.41%-23.5pp | 81.02%-33.1pp |
| Employer contribution / active EE | $126 | $3,115-95.9% | $4,736-97.3% | $2,440-94.8% |
| Participant deferral / active EE | $12,641 | $5,419+133.3% | $6,710+88.4% | $3,608+250.4% |
| Admin fee / account holder | $48 | $5,957-99.2% | $10,265-99.5% | $5,124-99.1% |