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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 | $22,495 | $148,623-84.9% | $135,974-83.5% | $139,466-83.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,054 | $8,103-50.0% | $7,760-47.8% | $6,712-39.6% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |