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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 | $55,105 | $185,883-70.4% | $170,043-67.6% | $139,466-60.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 40.58% | 60.54%-20.0pp | 53.40%-12.8pp | 373.66%-333.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,041 | $11,626-30.8% | $10,410-22.8% | $6,712+19.8% |
| Admin fee / account holder | $47 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |