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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 | $3,671 | $72,071-94.9% | $68,368-94.6% | $137,256-97.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 20.00% | 353.14%-333.1pp | 292.57%-272.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $875 | $4,410-80.2% | $4,123-78.8% | $6,407-86.3% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.6% | $12,270-99.8% |