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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 | $22,289 | $73,546-69.7% | $63,018-64.6% | $147,586-84.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.47% | 175.56%-161.1pp | 87.62%-73.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,943 | $4,185+42.0% | $3,330+78.5% | $5,439+9.3% |
| Admin fee / account holder | $210 | $5,956-96.5% | $3,601-94.2% | $10,886-98.1% |