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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 | $18,532 | $70,366-73.7% | $66,674-72.2% | $138,895-86.7% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 13.93% | 386.41%-372.5pp | 321.24%-307.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,097 | $4,374-29.2% | $4,084-24.2% | $6,396-51.6% |
| Admin fee / account holder | $259 | $5,262-95.1% | $5,098-94.9% | $12,562-97.9% |