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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 | $8,213 | $100,125-91.8% | $81,482-89.9% | $145,978-94.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 17.05% | 34.44%-17.4pp | 24.79%-7.7pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,442 | $4,609-25.3% | $3,885-11.4% | $6,690-48.5% |
| Admin fee / account holder | $171 | $8,198-97.9% | $5,761-97.0% | $13,400-98.7% |