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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 | $23,781 | $92,219-74.2% | $76,768-69.0% | $135,379-82.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 20.85% | 5.46%+15.4pp | 2.43%+18.4pp | 519.79%-498.9pp |
| Employer contribution / active EE | $249 | $3,216-92.3% | $2,485-90.0% | $4,779-94.8% |
| Participant deferral / active EE | $8,291 | $4,508+83.9% | $3,852+115.3% | $5,609+47.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |