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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 | $47,438 | $108,922-56.4% | $100,398-52.7% | $145,978-67.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.11% | 58.04%-40.9pp | 49.32%-32.2pp | 550.52%-533.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,635 | $8,450+156.0% | $8,084+167.6% | $6,690+223.4% |
| Admin fee / account holder | $181 | $9,680-98.1% | $7,893-97.7% | $13,400-98.6% |