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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 | $27,319 | $77,419-64.7% | $69,461-60.7% | $152,885-82.1% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.6%-0.9pp | 82.5%-8.8pp |
| Annual return | 15.95% | 39.07%-23.1pp | 28.97%-13.0pp | 345.39%-329.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,480 | $4,414+24.2% | $3,536+55.0% | $5,851-6.3% |
| Admin fee / account holder | $192 | $6,207-96.9% | $3,840-95.0% | $11,598-98.3% |