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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 | $40,058 | $100,970-60.3% | $96,576-58.5% | $137,256-70.8% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 111.56% | 38.16%+73.4pp | 38.47%+73.1pp | 220.34%-108.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,183 | $8,286-1.2% | $7,956+2.8% | $6,407+27.7% |
| Admin fee / account holder | $82 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |