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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 | $6,730 | $110,039-93.9% | $97,260-93.1% | $145,884-95.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 10.74% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,214 | $4,674-74.0% | $4,262-71.5% | $6,690-81.8% |
| Admin fee / account holder | $69 | $6,204-98.9% | $5,640-98.8% | $13,392-99.5% |