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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 | $26,065 | $102,393-74.5% | $147,041-82.3% | $80,911-67.8% |
| Participation rate | 94.4% | 75.9%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 58.81% | 134.95%-76.1pp | 419.21%-360.4pp | 35.63%+23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,067 | $6,647+36.4% | $8,071+12.3% | $4,297+111.0% |
| Admin fee / account holder | $123 | $7,943-98.4% | $13,006-99.1% | $6,935-98.2% |