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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 | $19,130 | $99,009-80.7% | $86,581-77.9% | $147,585-87.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1312.70%-1299.1pp | 965.06%-951.5pp | 578.58%-565.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,260 | $3,972-17.9% | $3,609-9.7% | $5,439-40.1% |
| Admin fee / account holder | $191 | $5,709-96.7% | $4,904-96.1% | $10,886-98.2% |