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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 | $22,023 | $108,922-79.8% | $100,398-78.1% | $145,978-84.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 87.94% | 58.04%+29.9pp | 49.32%+38.6pp | 550.52%-462.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,638 | $8,450+25.9% | $8,084+31.6% | $6,690+59.0% |
| Admin fee / account holder | $26 | $9,680-99.7% | $7,893-99.7% | $13,400-99.8% |