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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 | $46,786 | $138,068-66.1% | $125,358-62.7% | $134,493-65.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.72% | 750.30%-770.0pp | 572.03%-591.8pp | 418.01%-437.7pp |
| Employer contribution / active EE | $714 | $5,244-86.4% | $4,814-85.2% | $4,740-84.9% |
| Participant deferral / active EE | $12,747 | $7,799+63.4% | $7,447+71.2% | $6,400+99.2% |
| Admin fee / account holder | $261 | $11,568-97.7% | $10,007-97.4% | $11,425-97.7% |