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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 | $28,373 | $107,791-73.7% | $90,645-68.7% | $135,377-79.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.96% | -0.90%-6.1pp | 1.88%-8.8pp | 519.75%-526.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $750 | $3,872-80.6% | $3,425-78.1% | $5,609-86.6% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,828-99.9% |