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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 | $13,945 | $169,361-91.8% | $129,397-89.2% | $145,877-90.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.66% | 14395.54%-14375.9pp | 9453.98%-9434.3pp | 551.28%-531.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,389 | $4,987-52.1% | $4,167-42.7% | $6,691-64.3% |
| Admin fee / account holder | $48 | $9,903-99.5% | $7,679-99.4% | $13,402-99.6% |