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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 | $67,212 | $152,597-56.0% | $117,533-42.8% | $134,532-50.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 53.04%-68.2pp | 29.77%-44.9pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,000 | $4,821-58.5% | $4,072-50.9% | $6,401-68.8% |
| Admin fee / account holder | $278 | $7,007-96.0% | $5,647-95.1% | $11,429-97.6% |