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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 | $63,640 | $104,953-39.4% | $84,637-24.8% | $152,909-58.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 28.89% | 373.94%-345.0pp | 258.82%-229.9pp | 345.46%-316.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,000 | $4,691+305.1% | $3,900+387.1% | $5,851+224.7% |
| Admin fee / account holder | $228 | $6,244-96.3% | $4,914-95.4% | $11,601-98.0% |