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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 | $51,967 | $90,530-42.6% | $76,030-31.6% | $145,897-64.4% |
| Participation rate | 92.3% | 74.4%+17.9pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 26.51% | 625.08%-598.6pp | 361.54%-335.0pp | 552.29%-525.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,982 | $5,164+170.7% | $4,257+228.4% | $6,689+109.0% |
| Admin fee / account holder | $80 | $8,383-99.0% | $6,421-98.8% | $13,390-99.4% |