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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 | $12,541 | $156,927-92.0% | $121,169-89.7% | $139,456-91.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.50% | 1475.85%-1456.3pp | 986.71%-967.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,579 | $4,848-67.4% | $4,083-61.3% | $6,711-76.5% |
| Admin fee / account holder | $40 | $6,946-99.4% | $5,645-99.3% | $11,407-99.7% |