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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 | $43,957 | $97,020-54.7% | $83,322-47.2% | $135,379-67.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.34% | 12.31%-20.7pp | 10.64%-19.0pp | 519.79%-528.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,281 | $5,964-28.2% | $5,565-23.1% | $5,609-23.7% |
| Admin fee / account holder | $121 | $8,426-98.6% | $7,540-98.4% | $10,828-98.9% |