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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 | $49,263 | $138,078-64.3% | $125,363-60.7% | $134,509-63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.45% | 750.49%-760.9pp | 572.15%-582.6pp | 418.13%-428.6pp |
| Employer contribution / active EE | $500 | $5,245-90.5% | $4,815-89.6% | $4,741-89.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $160 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |