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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 | $24,739 | $45,566-45.7% | $64,105-61.4% | $59,632-58.5% |
| Participation rate | 71.4% | 60.2%+11.3pp | 68.2%+3.3pp | 68.7%+2.8pp |
| Annual return | -2.37% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $100 | $934-89.3% | $1,820-94.5% | $2,203-95.4% |
| Participant deferral / active EE | $1,160 | $2,057-43.6% | $2,822-58.9% | $3,192-63.7% |
| Admin fee / account holder | $268 | $3,268-91.8% | $4,499-94.0% | $4,297-93.8% |