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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 | $41,643 | $99,652-58.2% | $78,778-47.1% | $147,585-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 25.60% | 47.28%-21.7pp | 35.62%-10.0pp | 578.57%-553.0pp |
| Employer contribution / active EE | $188 | $2,796-93.3% | $1,986-90.5% | $4,876-96.1% |
| Participant deferral / active EE | $1,385 | $3,664-62.2% | $2,958-53.2% | $5,439-74.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |