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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 | $59,035 | $99,032-40.4% | $80,022-26.2% | $135,379-56.4% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -6.27% | 15.39%-21.7pp | 11.22%-17.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,303 | $4,282-46.2% | $3,686-37.5% | $5,609-58.9% |
| Admin fee / account holder | $291 | $10,436-97.2% | $6,521-95.5% | $10,828-97.3% |