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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 | $4,681 | $72,071-93.5% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.27% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,910 | $4,410-34.0% | $4,123-29.4% | $6,407-54.6% |
| Admin fee / account holder | $245 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |