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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 | $45,879 | $89,370-48.7% | $141,197-67.5% | $72,976-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 559.46% | 111.88%+447.6pp | 71.41%+488.0pp | 81.02%+478.4pp |
| Employer contribution / active EE | $414 | $3,115-86.7% | $4,736-91.3% | $2,440-83.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $228 | $5,957-96.2% | $10,265-97.8% | $5,124-95.5% |