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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 | $59,765 | $67,352-11.3% | $60,899-1.9% | $134,509-55.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -10.22% | 49.99%-60.2pp | 16.92%-27.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,646 | $4,539+112.5% | $3,817+152.7% | $6,400+50.7% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |