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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 | $2,309 | $28,624-91.9% | $53,647-95.7% | $82,637-97.2% |
| Participation rate | 80.6% | 47.3%+33.4pp | 56.3%+24.4pp | 68.1%+12.6pp |
| Annual return | 28.62% | 664.98%-636.4pp | 358.33%-329.7pp | 53.51%-24.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,117 | $1,196-6.6% | $1,813-38.4% | $4,126-72.9% |
| Admin fee / account holder | $6 | $2,022-99.7% | $2,460-99.7% | $7,339-99.9% |