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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 | $25,666 | $167,362-84.7% | $143,799-82.2% | $134,532-80.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.44% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $492 | $5,620-91.2% | $4,952-90.1% | $4,741-89.6% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |