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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 | $87,037 | $156,963-44.5% | $121,204-28.2% | $139,466-37.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.39% | 1476.75%-1461.4pp | 987.18%-971.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,405 | $4,848+217.7% | $4,083+277.3% | $6,712+129.5% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |