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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 | $19,983 | $70,684-71.7% | $169,390-88.2% | $75,173-73.4% |
| Participation rate | 85.7% | 64.8%+20.9pp | 77.2%+8.5pp | 67.2%+18.5pp |
| Annual return | 26.45% | 36.38%-9.9pp | 406.07%-379.6pp | 160.72%-134.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,997 | $4,310+62.4% | $6,222+12.4% | $4,126+69.6% |
| Admin fee / account holder | $289 | $5,404-94.7% | $9,015-96.8% | $5,651-94.9% |