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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 | $104,359 | $99,668+4.7% | $86,451+20.7% | $134,545-22.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.28% | 6789.61%-6807.9pp | 4398.51%-4416.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $423 | $4,403-90.4% | $3,770-88.8% | $4,742-91.1% |
| Participant deferral / active EE | $4,239 | $7,249-41.5% | $6,953-39.0% | $6,401-33.8% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |