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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 | $25,460 | $76,000-66.5% | $154,111-83.5% | $64,186-60.3% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -7.41% | 30.32%-37.7pp | 735.15%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $27 | $3,351-99.2% | $5,298-99.5% | $2,381-98.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21 | $5,596-99.6% | $13,411-99.8% | $4,888-99.6% |