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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 | $75,253 | $167,353-55.0% | $143,797-47.7% | $134,545-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $696 | $5,620-87.6% | $4,952-85.9% | $4,742-85.3% |
| Participant deferral / active EE | $3,729 | $6,447-42.2% | $5,638-33.9% | $6,401-41.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |