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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 | $43,648 | $167,522-73.9% | $151,639-71.2% | $134,532-67.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -14.63% | 7.81%-22.4pp | 3.34%-18.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,310 | $8,986-18.6% | $8,363-12.6% | $6,401+14.2% |
| Admin fee / account holder | $82 | $13,780-99.4% | $11,613-99.3% | $11,429-99.3% |