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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 | $66,738 | $90,607-26.3% | $79,467-16.0% | $135,380-50.7% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | 0.60% | 977.74%-977.1pp | 718.30%-717.7pp | 519.81%-519.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,593 | $4,050+38.1% | $3,704+51.0% | $5,609-0.3% |
| Admin fee / account holder | $233 | $5,895-96.0% | $5,104-95.4% | $10,828-97.8% |