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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 | $57,019 | $84,694-32.7% | $73,843-22.8% | $125,392-54.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.41% | 3123.66%-3122.3pp | 2267.91%-2266.5pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,200 | $3,992+105.4% | $3,583+128.8% | $5,351+53.2% |
| Admin fee / account holder | $12 | $5,691-99.8% | $4,880-99.8% | $9,541-99.9% |