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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 | $11,098 | $109,872-89.9% | $98,483-88.7% | $167,536-93.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.78% | 1959.31%-1945.5pp | 1494.38%-1480.6pp | 478.82%-465.0pp |
| Employer contribution / active EE | $180 | $3,225-94.4% | $2,961-93.9% | $4,839-96.3% |
| Participant deferral / active EE | $4,967 | $4,673+6.3% | $4,276+16.1% | $6,342-21.7% |
| Admin fee / account holder | $125 | $6,757-98.1% | $5,953-97.9% | $12,315-99.0% |