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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 | $31,874 | $57,305-44.4% | $86,640-63.2% | $75,173-57.6% |
| Participation rate | 85.2% | 63.2%+22.0pp | 71.7%+13.5pp | 67.2%+18.0pp |
| Annual return | 35.20% | 2674.24%-2639.0pp | 592.52%-557.3pp | 160.72%-125.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,477 | $3,320+4.7% | $4,438-21.7% | $4,126-15.7% |
| Admin fee / account holder | $166 | $4,116-96.0% | $5,616-97.0% | $5,651-97.1% |