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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 | $5,271 | $88,710-94.1% | $81,783-93.6% | $145,959-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $108 | $3,083-96.5% | $2,913-96.3% | $4,661-97.7% |
| Participant deferral / active EE | $6,995 | $4,645+50.6% | $4,320+61.9% | $6,689+4.6% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |