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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 | $29,527 | $129,960-77.3% | $104,299-71.7% | $134,545-78.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 42.06%-60.5pp | 24.62%-43.1pp | 418.37%-436.8pp |
| Employer contribution / active EE | $394 | $4,186-90.6% | $3,373-88.3% | $4,742-91.7% |
| Participant deferral / active EE | $10,833 | $5,589+93.8% | $4,626+134.2% | $6,401+69.2% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |