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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 | $5,416 | $87,166-93.8% | $76,735-92.9% | $137,256-96.1% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 19.35% | 26.50%-7.2pp | 29.77%-10.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,631 | $4,726-65.5% | $4,088-60.1% | $6,407-74.5% |
| Admin fee / account holder | $19 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |