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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 | $35,042 | $106,918-67.2% | $84,021-58.3% | $152,897-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.98% | 105.01%-79.0pp | 71.32%-45.3pp | 345.43%-319.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,000 | $4,012+199.1% | $3,239+270.5% | $5,851+105.1% |
| Admin fee / account holder | $75 | $8,288-99.1% | $6,102-98.8% | $11,599-99.4% |