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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 | $20,356 | $133,983-84.8% | $112,244-81.9% | $134,493-84.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.37% | 47.13%-66.5pp | 27.46%-46.8pp | 418.01%-437.4pp |
| Employer contribution / active EE | $230 | $4,039-94.3% | $3,635-93.7% | $4,740-95.1% |
| Participant deferral / active EE | $1,806 | $5,291-65.9% | $4,728-61.8% | $6,400-71.8% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |