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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 | $11,639 | $88,815-86.9% | $81,882-85.8% | $145,897-92.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.00% | 1033.75%-1019.7pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,013 | $4,647-13.6% | $4,323-7.2% | $6,689-40.0% |
| Admin fee / account holder | $56 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |