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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 | $18,833 | $88,815-78.8% | $81,882-77.0% | $145,897-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.65% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $4,647-47.8% | $4,323-43.9% | $6,689-63.8% |
| Admin fee / account holder | $77 | $8,434-99.1% | $7,360-99.0% | $13,390-99.4% |