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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 | $11,548 | $43,344-73.4% | $59,899-80.7% | $64,173-82.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.65% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $273 | $2,030-86.6% | $2,723-90.0% | $2,381-88.6% |
| Participant deferral / active EE | $1,152 | $2,547-54.8% | $3,402-66.1% | $3,470-66.8% |
| Admin fee / account holder | $261 | $3,008-91.3% | $3,592-92.7% | $4,887-94.7% |