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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 | $20,907 | $88,778-76.5% | $81,844-74.5% | $145,884-85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.66% | 1033.03%-1019.4pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,530 | $4,648-2.5% | $4,323+4.8% | $6,690-32.3% |
| Admin fee / account holder | $213 | $8,430-97.5% | $7,355-97.1% | $13,392-98.4% |