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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 | $18,123 | $97,732-81.5% | $83,831-78.4% | $135,380-86.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -3.64% | 1287.56%-1291.2pp | 850.99%-854.6pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,937 | $4,683-15.9% | $4,082-3.5% | $5,609-29.8% |
| Admin fee / account holder | $243 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |