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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 | $40,099 | $167,522-76.1% | $151,639-73.6% | $134,532-70.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.11% | 7.81%-28.9pp | 3.34%-24.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,477 | $8,986+16.6% | $8,363+25.3% | $6,401+63.7% |
| Admin fee / account holder | $143 | $13,780-99.0% | $11,613-98.8% | $11,429-98.8% |