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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 | $64,396 | $133,998-51.9% | $112,263-42.6% | $134,545-52.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.82% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | -$84 | $4,040-102.1% | $3,636-102.3% | $4,742-101.8% |
| Participant deferral / active EE | $3,713 | $5,292-29.8% | $4,729-21.5% | $6,401-42.0% |
| Admin fee / account holder | $210 | $7,493-97.2% | $6,410-96.7% | $11,431-98.2% |