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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 | $24,753 | $165,939-85.1% | $122,354-79.8% | $147,585-83.2% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.2pp | 82.8%+6.1pp |
| Annual return | 19.50% | 34.56%-15.1pp | 30.28%-10.8pp | 578.58%-559.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,374 | $4,005-15.8% | $3,287+2.6% | $5,439-38.0% |
| Admin fee / account holder | $193 | $7,425-97.4% | $5,479-96.5% | $10,886-98.2% |