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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 | $17,673 | $93,117-81.0% | $77,096-77.1% | $134,532-86.9% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -19.55% | 62.67%-82.2pp | 42.35%-61.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,199 | $5,241-19.9% | $4,429-5.2% | $6,401-34.4% |
| Admin fee / account holder | $97 | $6,948-98.6% | $5,428-98.2% | $11,429-99.2% |