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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 | $28,409 | $82,674-65.6% | $125,381-77.3% | $68,486-58.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 12.22% | -5.97%+18.2pp | 572.31%-560.1pp | -7.85%+20.1pp |
| Employer contribution / active EE | $655 | $3,382-80.6% | $4,815-86.4% | $2,597-74.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $217 | $6,277-96.5% | $10,007-97.8% | $5,404-96.0% |