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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 | $57,526 | $107,733-46.6% | $92,985-38.1% | $154,746-62.8% |
| Participation rate | 71.4% | 74.6%-3.1pp | 69.5%+1.9pp | 80.7%-9.3pp |
| Annual return | 204.49% | 30.39%+174.1pp | 27.99%+176.5pp | 172.34%+32.2pp |
| Employer contribution / active EE | $429 | $3,126-86.3% | $2,662-83.9% | $4,379-90.2% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |