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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 | $20,829 | $106,549-80.5% | $91,225-77.2% | $134,509-84.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.34% | 160.73%-176.1pp | 114.10%-129.4pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,570 | $4,719+124.0% | $4,234+149.6% | $6,400+65.1% |
| Admin fee / account holder | $286 | $6,234-95.4% | $5,422-94.7% | $11,427-97.5% |