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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 | $114,340 | $171,865-33.5% | $149,718-23.6% | $147,585-22.5% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 20.84% | 2113.29%-2092.5pp | 1501.67%-1480.8pp | 578.56%-557.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,201 | $7,270-42.2% | $6,569-36.0% | $5,439-22.8% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |