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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 | $17,309 | $148,623-88.4% | $135,974-87.3% | $139,466-87.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 54.01% | 79.30%-25.3pp | 68.30%-14.3pp | 373.66%-319.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,323 | $8,103+76.8% | $7,760+84.6% | $6,712+113.4% |
| Admin fee / account holder | $113 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |