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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 | $27,040 | $138,102-80.4% | $125,381-78.4% | $134,532-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $838 | $5,245-84.0% | $4,815-82.6% | $4,741-82.3% |
| Participant deferral / active EE | $3,352 | $7,801-57.0% | $7,448-55.0% | $6,401-47.6% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |