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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 | $106,557-80.5% | $91,227-77.2% | $134,545-84.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -15.34% | 160.81%-176.2pp | 114.14%-129.5pp | 418.37%-433.7pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,570 | $4,719+124.0% | $4,234+149.6% | $6,401+65.1% |
| Admin fee / account holder | $286 | $6,235-95.4% | $5,423-94.7% | $11,431-97.5% |