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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 | $24,796 | $105,200-76.4% | $159,474-84.5% | $85,847-71.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 23.38% | 45.08%-21.7pp | 263.68%-240.3pp | 318.61%-295.2pp |
| Employer contribution / active EE | $493 | $3,319-85.1% | $4,831-89.8% | $2,565-80.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $244 | $6,934-96.5% | $10,802-97.7% | $6,261-96.1% |