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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 | $48,918 | $133,998-63.5% | $112,263-56.4% | $134,545-63.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.83% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,277 | $5,292-38.1% | $4,729-30.7% | $6,401-48.8% |
| Admin fee / account holder | $111 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |