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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 | $30,580 | $100,147-69.5% | $81,286-62.4% | $145,877-79.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 15.76% | 34.44%-18.7pp | 24.80%-9.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,094 | $4,607+97.4% | $3,883+134.2% | $6,691+35.9% |
| Admin fee / account holder | $42 | $8,201-99.5% | $5,764-99.3% | $13,402-99.7% |