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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 | $58,248 | $149,754-61.1% | $118,934-51.0% | $158,931-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.67% | 19.95%-11.3pp | 35.88%-27.2pp | 302.86%-294.2pp |
| Employer contribution / active EE | $0 | $4,116-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $26,000 | $5,224+397.7% | $4,265+509.6% | $5,982+334.6% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,580-99.7% | $11,247-99.8% |