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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 | $76,987 | $113,941-32.4% | $94,229-18.3% | $125,389-38.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.22% | 5.29%-5.5pp | 10.68%-10.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,932 | $5,179+72.5% | $4,320+106.7% | $5,352+66.9% |
| Admin fee / account holder | $4 | $8,392-99.9% | $6,269-99.9% | $9,541-100.0% |