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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 | $37,032 | $99,011-62.6% | $86,582-57.2% | $147,586-74.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1312.75%-1293.9pp | 965.08%-946.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $850 | $3,972-78.6% | $3,609-76.4% | $5,439-84.4% |
| Admin fee / account holder | $169 | $5,709-97.0% | $4,904-96.6% | $10,886-98.4% |