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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 | $9,898 | $92,743-89.3% | $82,744-88.0% | $134,532-92.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.01% | 946.63%-958.6pp | 702.22%-714.2pp | 418.27%-430.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,534 | $4,802-26.4% | $4,395-19.6% | $6,401-44.8% |
| Admin fee / account holder | $52 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |