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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 | $15,088 | $109,372-86.2% | $89,414-83.1% | $158,966-90.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.46% | 345.55%-327.1pp | 245.50%-227.0pp | 302.95%-284.5pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,313 | $4,598-6.2% | $3,890+10.9% | $5,983-27.9% |
| Admin fee / account holder | $51 | $6,156-99.2% | $4,883-99.0% | $11,250-99.5% |