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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 | $13,100 | $97,289-86.5% | $92,805-85.9% | $155,188-91.6% |
| Participation rate | 73.3% | 84.2%-10.8pp | 83.5%-10.2pp | 80.8%-7.5pp |
| Annual return | 85.17% | 29.03%+56.1pp | 31.59%+53.6pp | 148.84%-63.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,119 | $8,795-41.8% | $8,448-39.4% | $6,531-21.6% |
| Admin fee / account holder | $18 | $12,015-99.9% | $10,911-99.8% | $14,480-99.9% |