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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 | $14,184 | $67,214-78.9% | $61,491-76.9% | $134,532-89.5% |
| Participation rate | 82.4% | 83.7%-1.3pp | 79.3%+3.0pp | 81.2%+1.1pp |
| Annual return | -19.31% | -12.08%-7.2pp | -12.98%-6.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,337 | $6,103+3.8% | $5,188+22.1% | $6,401-1.0% |
| Admin fee / account holder | $273 | $4,610-94.1% | $4,312-93.7% | $11,429-97.6% |