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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 | $106,588-46.0% | $94,215-38.9% | $155,188-62.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 70.0%+1.5pp | 80.8%-9.4pp |
| Annual return | 204.49% | 29.39%+175.1pp | 28.22%+176.3pp | 148.84%+55.7pp |
| Employer contribution / active EE | $429 | $3,080-86.1% | $2,675-84.0% | $4,248-89.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |