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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 | $30,604 | $100,811-69.6% | $86,698-64.7% | $134,545-77.3% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.99% | 29.11%-48.1pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,349 | $5,339+37.6% | $4,656+57.8% | $6,401+14.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |