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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 | $25,702 | $152,597-83.2% | $117,533-78.1% | $134,532-80.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.88% | 53.04%-72.9pp | 29.77%-49.6pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,157 | $4,821+48.5% | $4,072+75.7% | $6,401+11.8% |
| Admin fee / account holder | $47 | $7,007-99.3% | $5,647-99.2% | $11,429-99.6% |