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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 | $47,984 | $138,114-65.3% | $125,391-61.7% | $134,545-64.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.67% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $883 | $5,246-83.2% | $4,816-81.7% | $4,742-81.4% |
| Participant deferral / active EE | $2,659 | $7,801-65.9% | $7,448-64.3% | $6,401-58.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |