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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 | $12,839 | $92,743-86.2% | $82,744-84.5% | $134,532-90.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.97% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,218 | $4,802+29.5% | $4,395+41.5% | $6,401-2.9% |
| Admin fee / account holder | $39 | $5,977-99.3% | $5,325-99.3% | $11,429-99.7% |