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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 | $55,418 | $67,396-17.8% | $60,919-9.0% | $134,545-58.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -13.48% | 50.12%-63.6pp | 16.96%-30.4pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,175 | $4,534-52.0% | $3,814-43.0% | $6,401-66.0% |
| Admin fee / account holder | $71 | $4,590-98.5% | $3,228-97.8% | $11,431-99.4% |