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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 | $23,056 | $47,479-51.4% | $62,929-63.4% | $82,448-72.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 23.35% | 20.34%+3.0pp | 1063.93%-1040.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $245 | $1,885-87.0% | $2,505-90.2% | $2,551-90.4% |
| Participant deferral / active EE | $1,050 | $2,870-63.4% | $3,888-73.0% | $4,139-74.6% |
| Admin fee / account holder | $235 | $3,804-93.8% | $5,065-95.4% | $7,234-96.8% |