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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 | $60,993 | $166,131-63.3% | $164,975-63.0% | $145,877-58.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.48% | 100.37%-84.9pp | 70.12%-54.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $911 | $5,276-82.7% | $4,343-79.0% | $4,663-80.5% |
| Participant deferral / active EE | $6,317 | $6,962-9.3% | $6,033+4.7% | $6,691-5.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |