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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 | $76,718 | $82,674-7.2% | $125,381-38.8% | $68,486+12.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $651 | $3,382-80.8% | $4,815-86.5% | $2,597-74.9% |
| Participant deferral / active EE | $3,765 | $6,111-38.4% | $7,448-49.4% | $4,028-6.5% |
| Admin fee / account holder | $119 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |