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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 | $18,631 | $100,811-81.5% | $86,698-78.5% | $134,545-86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.21% | 29.11%-39.3pp | 35.96%-46.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $651 | $3,490-81.3% | $2,837-77.1% | $4,742-86.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $136 | $10,926-98.8% | $7,492-98.2% | $11,431-98.8% |