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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 | $22,666 | $100,147-77.4% | $81,286-72.1% | $145,877-84.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 15.18% | 34.44%-19.3pp | 24.80%-9.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,024 | $4,607-77.8% | $3,883-73.6% | $6,691-84.7% |
| Admin fee / account holder | $116 | $8,201-98.6% | $5,764-98.0% | $13,402-99.1% |