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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 | $29,935 | $72,071-58.5% | $68,368-56.2% | $137,256-78.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,370 | $4,410+157.8% | $4,123+175.8% | $6,407+77.5% |
| Admin fee / account holder | $292 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |