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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 | $32,845 | $117,859-72.1% | $102,438-67.9% | $145,959-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.56% | 31.72%-3.2pp | 29.37%-0.8pp | 561.95%-533.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,767 | $5,732+122.7% | $5,054+152.6% | $6,689+90.9% |
| Admin fee / account holder | $51 | $13,318-99.6% | $9,448-99.5% | $13,398-99.6% |