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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 | $41,593 | $209,888-80.2% | $189,545-78.1% | $167,553-75.2% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 46.01% | 748.66%-702.7pp | 555.36%-509.4pp | 478.89%-432.9pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,373 | $8,934-28.7% | $8,220-22.5% | $6,343+0.5% |
| Admin fee / account holder | $13 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |