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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 | $16,025 | $84,551-81.0% | $61,452-73.9% | $134,532-88.1% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | 109.27% | 585.39%-476.1pp | 338.96%-229.7pp | 418.27%-309.0pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,454 | $2,818+235.4% | $2,125+345.0% | $6,401+47.7% |
| Admin fee / account holder | $159 | $2,587-93.9% | $2,131-92.5% | $11,429-98.6% |