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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 | $52,774 | $69,541-24.1% | $59,899-11.9% | $135,380-61.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.94% | 7.95%-13.9pp | 3.46%-9.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,503 | $4,206+7.1% | $3,402+32.4% | $5,609-19.7% |
| Admin fee / account holder | $293 | $5,737-94.9% | $3,592-91.9% | $10,828-97.3% |