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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 | $42,026 | $167,362-74.9% | $143,799-70.8% | $134,532-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | 0.47%-18.7pp | -0.04%-18.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,075 | $5,620-80.9% | $4,952-78.3% | $4,741-77.3% |
| Participant deferral / active EE | $2,437 | $6,447-62.2% | $5,638-56.8% | $6,401-61.9% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |