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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 | $61,525 | $125,797-51.1% | $170,043-63.8% | $75,173-18.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 147.28% | 27.20%+120.1pp | 53.40%+93.9pp | 160.72%-13.4pp |
| Employer contribution / active EE | $337 | $4,616-92.7% | $6,790-95.0% | $2,671-87.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $184 | $8,177-97.8% | $12,824-98.6% | $5,651-96.7% |