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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 | $42,196 | $97,761-56.8% | $83,850-49.7% | $135,382-68.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.36% | 1287.44%-1295.8pp | 850.92%-859.3pp | 519.77%-528.1pp |
| Employer contribution / active EE | $517 | $4,222-87.8% | $3,631-85.8% | $4,779-89.2% |
| Participant deferral / active EE | $2,586 | $4,682-44.8% | $4,082-36.6% | $5,609-53.9% |
| Admin fee / account holder | $106 | $6,674-98.4% | $5,478-98.1% | $10,829-99.0% |