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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 | $38,015 | $109,863-65.4% | $98,477-61.4% | $167,518-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.89% | 1958.09%-1943.2pp | 1493.59%-1478.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | -$605 | $3,225-118.8% | $2,961-120.4% | $4,838-112.5% |
| Participant deferral / active EE | $3,482 | $4,673-25.5% | $4,276-18.6% | $6,342-45.1% |
| Admin fee / account holder | $18 | $6,755-99.7% | $5,951-99.7% | $12,312-99.9% |