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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 | $36,542 | $78,672-53.6% | $109,163-66.5% | $85,856-57.4% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $95 | $2,734-96.5% | $3,723-97.5% | $2,565-96.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $27 | $5,470-99.5% | $6,754-99.6% | $6,261-99.6% |