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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 | $89,714 | $180,749-50.4% | $160,784-44.2% | $137,256-34.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.35% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $207 | $4,155-95.0% | $3,733-94.5% | $4,156-95.0% |
| Participant deferral / active EE | $2,640 | $6,844-61.4% | $6,293-58.0% | $6,407-58.8% |
| Admin fee / account holder | $8 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |