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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 | $16,913 | $95,580-82.3% | $76,872-78.0% | $139,466-87.9% |
| Participation rate | 75.0% | 74.0%+1.0pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 26.38% | 55.00%-28.6pp | 37.90%-11.5pp | 373.66%-347.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,659 | $4,623+44.0% | $3,832+73.8% | $6,712-0.8% |
| Admin fee / account holder | $30 | $8,302-99.6% | $5,476-99.5% | $11,409-99.7% |