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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 | $41,364 | $45,152-8.4% | $73,835-44.0% | $59,633-30.6% |
| Participation rate | 72.0% | 64.0%+8.0pp | 73.4%-1.4pp | 68.7%+3.3pp |
| Annual return | -0.36% | 27.40%-27.8pp | 2268.13%-2268.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,248 | $2,573-51.5% | $3,583-65.2% | $3,192-60.9% |
| Admin fee / account holder | $53 | $3,515-98.5% | $4,880-98.9% | $4,297-98.8% |