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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 | $19,270 | $73,518-73.8% | $63,003-69.4% | $147,585-86.9% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 36.05% | 175.46%-139.4pp | 87.59%-51.5pp | 578.56%-542.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,386 | $4,183-43.0% | $3,329-28.3% | $5,439-56.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |