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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 | $42,812 | $64,729-33.9% | $112,263-61.9% | $68,490-37.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 686.78% | -11.40%+698.2pp | 27.49%+659.3pp | -7.85%+694.6pp |
| Employer contribution / active EE | $320 | $2,746-88.4% | $3,636-91.2% | $2,597-87.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $132 | $5,222-97.5% | $6,410-97.9% | $5,403-97.5% |