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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 | $40,754 | $109,967-62.9% | $97,197-58.1% | $145,877-72.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.32% | 244.27%-231.9pp | 75.47%-63.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,979 | $4,676+177.5% | $4,263+204.4% | $6,691+94.0% |
| Admin fee / account holder | $52 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |