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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 | $38,978 | $133,981-70.9% | $112,249-65.3% | $134,532-71.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.00% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $29 | $4,040-99.3% | $3,636-99.2% | $4,741-99.4% |
| Participant deferral / active EE | $7,230 | $5,292+36.6% | $4,729+52.9% | $6,401+13.0% |
| Admin fee / account holder | $125 | $7,492-98.3% | $6,412-98.1% | $11,429-98.9% |