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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 | $56,007 | $106,557-47.4% | $91,227-38.6% | $134,545-58.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.76% | 160.81%-180.6pp | 114.14%-133.9pp | 418.37%-438.1pp |
| Employer contribution / active EE | -$4,367 | $3,332-231.1% | $2,851-253.1% | $4,742-192.1% |
| Participant deferral / active EE | $23,747 | $4,719+403.2% | $4,234+460.9% | $6,401+271.0% |
| Admin fee / account holder | $20 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |