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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 | $26,383 | $107,941-75.6% | $91,994-71.3% | $152,909-82.7% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 28.64% | 89.28%-60.6pp | 69.04%-40.4pp | 345.46%-316.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,649 | $6,366-42.7% | $5,924-38.4% | $5,851-37.6% |
| Admin fee / account holder | $121 | $10,521-98.9% | $7,744-98.4% | $11,601-99.0% |