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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 | $11,657 | $22,602-48.4% | $65,328-82.2% | $75,181-84.5% |
| Participation rate | 86.8% | 63.1%+23.8pp | 64.9%+21.9pp | 67.2%+19.6pp |
| Annual return | 0.00% | 71.13%-71.1pp | 47.39%-47.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,162 | $1,695+204.6% | $2,832+82.3% | $4,126+25.1% |
| Admin fee / account holder | $1 | $1,877-99.9% | $4,116-100.0% | $5,650-100.0% |