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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 | $113,719 | $133,998-15.1% | $112,263+1.3% | $134,545-15.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.49% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,998 | $5,292+70.0% | $4,729+90.2% | $6,401+40.6% |
| Admin fee / account holder | $114 | $7,493-98.5% | $6,410-98.2% | $11,431-99.0% |