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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 | $14,709 | $77,638-81.1% | $156,551-90.6% | $62,881-76.6% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 6.66% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,680 | $3,046+53.7% | $4,871-3.9% | $3,203+46.1% |
| Admin fee / account holder | $28 | $5,561-99.5% | $13,028-99.8% | $4,296-99.3% |