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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 | $31,000 | $100,811-69.3% | $86,698-64.2% | $134,545-77.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.29% | 29.11%-47.4pp | 35.96%-54.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,525 | $5,339+97.1% | $4,656+126.0% | $6,401+64.4% |
| Admin fee / account holder | $145 | $10,926-98.7% | $7,492-98.1% | $11,431-98.7% |