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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 | $49,122 | $75,962-35.3% | $154,108-68.1% | $64,173-23.5% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,268 | $3,175+3.0% | $5,081-35.7% | $3,470-5.8% |
| Admin fee / account holder | $295 | $5,589-94.7% | $13,411-97.8% | $4,887-94.0% |