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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 | $23,365 | $95,601-75.6% | $77,183-69.7% | $139,456-83.2% |
| Participation rate | 81.8% | 74.0%+7.9pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 3071.88% | 54.96%+3016.9pp | 37.89%+3034.0pp | 373.45%+2698.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,042 | $4,623-12.6% | $3,833+5.5% | $6,711-39.8% |
| Admin fee / account holder | $10 | $8,302-99.9% | $5,475-99.8% | $11,407-99.9% |