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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 | $19,217 | $107,666-82.2% | $102,184-81.2% | $154,746-87.6% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 61.58% | 29.33%+32.2pp | 31.58%+30.0pp | 172.34%-110.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,711 | $8,719-11.6% | $8,309-7.2% | $6,730+14.6% |
| Admin fee / account holder | $37 | $12,943-99.7% | $11,609-99.7% | $14,365-99.7% |