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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 | $20,090 | $111,787-82.0% | $93,681-78.6% | $145,978-86.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.00% | 203.52%-191.5pp | 133.47%-121.5pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,748 | $4,918-23.8% | $4,415-15.1% | $6,690-44.0% |
| Admin fee / account holder | $236 | $10,256-97.7% | $8,290-97.2% | $13,400-98.2% |