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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 | $29,158 | $73,839-60.5% | $143,788-79.7% | $68,495-57.4% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -16.50% | 1.01%-17.5pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3 | $3,184-99.9% | $4,952-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,128 | $3,384-37.1% | $5,638-62.3% | $4,028-47.2% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |