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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 | $62,031 | $100,938-38.5% | $90,461-31.4% | $158,982-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.54% | 1727.20%-1709.7pp | 1294.76%-1277.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,881 | $4,350+58.2% | $3,964+73.6% | $5,983+15.0% |
| Admin fee / account holder | $1 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |