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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 | $21,515 | $57,305-62.5% | $86,640-75.2% | $75,173-71.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 236.99% | 2674.24%-2437.2pp | 592.52%-355.5pp | 160.72%+76.3pp |
| Employer contribution / active EE | $94 | $2,316-95.9% | $3,024-96.9% | $2,671-96.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $44 | $4,116-98.9% | $5,616-99.2% | $5,651-99.2% |