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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 | $22,138 | $154,193-85.6% | $130,045-83.0% | $139,466-84.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 25.04% | 32.51%-7.5pp | -137.30%+162.3pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,385 | $6,709-4.8% | $5,820+9.7% | $6,712-4.9% |
| Admin fee / account holder | $195 | $13,989-98.6% | $10,600-98.2% | $11,409-98.3% |