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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 | $10,060 | $90,617-88.9% | $79,476-87.3% | $135,382-92.6% |
| Participation rate | 84.6% | 76.1%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -7.49% | 977.57%-985.1pp | 718.21%-725.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,113 | $4,050-47.8% | $3,704-43.0% | $5,609-62.3% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,829-99.3% |