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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 | $67,906 | $138,075-50.8% | $123,552-45.0% | $135,379-49.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.64% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $428 | $5,152-91.7% | $4,628-90.8% | $4,779-91.0% |
| Participant deferral / active EE | $4,321 | $6,800-36.5% | $6,426-32.8% | $5,609-23.0% |
| Admin fee / account holder | $199 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |