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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 | $37,434 | $100,805-62.9% | $86,698-56.8% | $134,532-72.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.64% | 29.09%-42.7pp | 35.95%-49.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,154 | $5,339-22.2% | $4,656-10.8% | $6,401-35.1% |
| Admin fee / account holder | $84 | $10,925-99.2% | $7,493-98.9% | $11,429-99.3% |