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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 | $35,570 | $99,644-64.3% | $86,438-58.8% | $134,532-73.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.74% | 6787.26%-6806.0pp | 4397.19%-4415.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,979 | $7,247+23.9% | $6,952+29.1% | $6,401+40.3% |
| Admin fee / account holder | $289 | $8,375-96.6% | $6,733-95.7% | $11,429-97.5% |