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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 | $83,851 | $106,005-20.9% | $92,239-9.1% | $147,585-43.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.28% | 50.05%-30.8pp | 176.29%-157.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $673 | $4,333-84.5% | $3,680-81.7% | $4,876-86.2% |
| Participant deferral / active EE | $11,077 | $4,478+147.4% | $3,897+184.2% | $5,439+103.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |