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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 | $5,230 | $28,624-81.7% | $53,647-90.3% | $82,637-93.7% |
| Participation rate | 82.8% | 47.3%+35.5pp | 56.3%+26.5pp | 68.1%+14.7pp |
| Annual return | 17.76% | 664.98%-647.2pp | 358.33%-340.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,437 | $1,196+20.1% | $1,813-20.7% | $4,126-65.2% |
| Admin fee / account holder | $232 | $2,022-88.5% | $2,460-90.6% | $7,339-96.8% |