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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 | $3,652 | $49,976-92.7% | $66,674-94.5% | $82,637-95.6% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 22.12% | 39.09%-17.0pp | 321.24%-299.1pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $837 | $2,847-70.6% | $4,084-79.5% | $4,126-79.7% |
| Admin fee / account holder | $69 | $4,594-98.5% | $5,098-98.6% | $7,339-99.1% |