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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 | $11,676 | $112,729-89.6% | $98,716-88.2% | $137,256-91.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.84% | 38.48%-18.6pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,750 | $4,640-62.3% | $4,048-56.8% | $6,407-72.7% |
| Admin fee / account holder | $39 | $10,129-99.6% | $8,703-99.6% | $12,270-99.7% |