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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 | $44,581 | $208,088-78.6% | $186,193-76.1% | $154,746-71.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.57% | 89.97%-69.4pp | 78.03%-57.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,579 | $7,078-49.4% | $6,513-45.1% | $6,730-46.8% |
| Admin fee / account holder | $114 | $11,698-99.0% | $11,058-99.0% | $14,365-99.2% |