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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 | $9,706 | $109,863-91.2% | $98,477-90.1% | $167,518-94.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 9.54% | 1958.09%-1948.6pp | 1493.59%-1484.1pp | 478.71%-469.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,300 | $4,673-72.2% | $4,276-69.6% | $6,342-79.5% |
| Admin fee / account holder | $113 | $6,755-98.3% | $5,951-98.1% | $12,312-99.1% |