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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 | $23,903 | $132,634-82.0% | $115,768-79.4% | $137,256-82.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 19.90% | 160.70%-140.8pp | 100.46%-80.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,540 | $5,619-19.2% | $4,917-7.7% | $6,407-29.1% |
| Admin fee / account holder | $65 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |