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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 | $47,037 | $82,324-42.9% | $68,803-31.6% | $134,545-65.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -12.65% | -2.17%-10.5pp | -6.37%-6.3pp | 418.37%-431.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,097 | $4,740+113.0% | $3,942+156.1% | $6,401+57.7% |
| Admin fee / account holder | $228 | $6,485-96.5% | $4,936-95.4% | $11,431-98.0% |