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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 | $5,696 | $149,040-96.2% | $120,225-95.3% | $137,256-95.8% |
| Participation rate | 78.9% | 75.4%+3.5pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 26.75% | 605.68%-578.9pp | 439.23%-412.5pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,248 | $4,655-51.7% | $3,999-43.8% | $6,407-64.9% |
| Admin fee / account holder | $16 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |