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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 | $9,267 | $88,596-89.5% | $70,098-86.8% | $134,509-93.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -19.57% | 442.67%-462.2pp | 190.76%-210.3pp | 418.13%-437.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,991 | $4,772-37.3% | $3,849-22.3% | $6,400-53.3% |
| Admin fee / account holder | $245 | $10,441-97.7% | $6,266-96.1% | $11,427-97.9% |