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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 | $15,474 | $124,187-87.5% | $108,410-85.7% | $167,518-90.8% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 23.01% | 1379.80%-1356.8pp | 905.34%-882.3pp | 478.71%-455.7pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,598 | $6,908-4.5% | $6,562+0.5% | $6,342+4.0% |
| Admin fee / account holder | $15 | $9,456-99.8% | $7,296-99.8% | $12,312-99.9% |