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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 | $47,037 | $82,288-42.8% | $68,790-31.6% | $134,493-65.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -12.65% | -2.19%-10.5pp | -6.38%-6.3pp | 418.01%-430.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,097 | $4,738+113.1% | $3,941+156.2% | $6,400+57.8% |
| Admin fee / account holder | $228 | $6,482-96.5% | $4,934-95.4% | $11,425-98.0% |