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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 | $30,723 | $60,128-48.9% | $90,440-66.0% | $79,852-61.5% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 19.70% | 71.95%-52.2pp | 1294.38%-1274.7pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,449 | $2,939-16.6% | $3,964-38.2% | $3,740-34.5% |
| Admin fee / account holder | $1 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |