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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 | $8,605 | $88,778-90.3% | $81,844-89.5% | $145,884-94.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.64% | 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 | $1,215 | $4,648-73.9% | $4,323-71.9% | $6,690-81.8% |
| Admin fee / account holder | $52 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |