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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 | $3,017 | $104,650-97.1% | $83,854-96.4% | $155,188-98.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 19.41% | 28.97%-9.6pp | 31.39%-12.0pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,131 | $2,367-52.2% | $2,035-44.4% | $6,531-82.7% |
| Admin fee / account holder | $26 | $3,518-99.3% | $3,197-99.2% | $14,480-99.8% |