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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 | $43,395 | $65,712-34.0% | $57,196-24.1% | $273,972-84.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 119.77% | 22.01%+97.8pp | 14.59%+105.2pp | 41.46%+78.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,429 | $3,782+43.6% | $3,096+75.4% | $5,287+2.7% |
| Admin fee / account holder | $125 | $4,838-97.4% | $3,141-96.0% | $10,133-98.8% |