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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 | $9,321 | $149,040-93.7% | $120,225-92.2% | $137,256-93.2% |
| Participation rate | 94.1% | 75.4%+18.7pp | 69.6%+24.5pp | 80.0%+14.2pp |
| Annual return | 22.92% | 605.68%-582.8pp | 439.23%-416.3pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,748 | $4,655-19.5% | $3,999-6.3% | $6,407-41.5% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |