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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 | $19,139 | $63,365-69.8% | $91,994-79.2% | $72,976-73.8% |
| Participation rate | 90.3% | 72.5%+17.8pp | 78.6%+11.7pp | 69.5%+20.8pp |
| Annual return | 835.97% | 35.35%+800.6pp | 69.04%+766.9pp | 81.02%+755.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,506 | $4,883+33.2% | $5,924+9.8% | $3,608+80.3% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |