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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 | $49,650 | $180,459-72.5% | $154,108-67.8% | $135,380-63.3% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -7.57% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,832 | $5,806+103.8% | $5,081+132.9% | $5,609+110.9% |
| Admin fee / account holder | $199 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |