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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 | $13,430 | $134,001-90.0% | $112,258-88.0% | $134,509-90.0% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -20.02% | 47.15%-67.2pp | 27.47%-47.5pp | 418.13%-438.2pp |
| Employer contribution / active EE | $667 | $4,039-83.5% | $3,636-81.7% | $4,741-85.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $216 | $7,491-97.1% | $6,411-96.6% | $11,427-98.1% |