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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 | $32,290 | $211,224-84.7% | $178,505-81.9% | $145,897-77.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.31% | 30.28%-10.0pp | 27.16%-6.8pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,431 | $6,966+6.7% | $6,280+18.3% | $6,689+11.1% |
| Admin fee / account holder | $52 | $12,109-99.6% | $10,428-99.5% | $13,390-99.6% |