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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 | $117,904-72.1% | $102,457-67.9% | $145,978-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 28.56% | 31.80%-3.2pp | 29.41%-0.8pp | 550.52%-522.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,767 | $5,733+122.7% | $5,054+152.6% | $6,690+90.8% |
| Admin fee / account holder | $51 | $13,329-99.6% | $9,451-99.5% | $13,400-99.6% |