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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 | $86,610 | $133,981-35.4% | $112,249-22.8% | $134,532-35.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.11% | 47.16%-61.3pp | 27.48%-41.6pp | 418.27%-432.4pp |
| Employer contribution / active EE | $675 | $4,040-83.3% | $3,636-81.4% | $4,741-85.8% |
| Participant deferral / active EE | $6,879 | $5,292+30.0% | $4,729+45.5% | $6,401+7.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |