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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 | $25,363 | $92,766-72.7% | $82,763-69.4% | $134,545-81.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -7.30% | 946.97%-954.3pp | 702.45%-709.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,538 | $4,802-47.2% | $4,395-42.3% | $6,401-60.4% |
| Admin fee / account holder | $59 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |