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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 | $39,569 | $162,529-75.7% | $130,788-69.7% | $154,746-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.82% | 510.48%-491.7pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,488 | $4,808-48.3% | $4,137-39.9% | $6,730-63.0% |
| Admin fee / account holder | $92 | $7,669-98.8% | $6,673-98.6% | $14,365-99.4% |