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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 | $24,312 | $106,749-77.2% | $145,433-83.3% | $82,448-70.5% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 89.81% | 27.59%+62.2pp | 66.58%+23.2pp | 41.64%+48.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,021 | $6,519+53.7% | $7,897+26.9% | $4,139+142.1% |
| Admin fee / account holder | $22 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |