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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 | $6,956 | $93,098-92.5% | $77,081-91.0% | $134,509-94.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -17.97% | 62.63%-80.6pp | 42.33%-60.3pp | 418.13%-436.1pp |
| Employer contribution / active EE | $13 | $3,419-99.6% | $2,813-99.6% | $4,741-99.7% |
| Participant deferral / active EE | $6,204 | $5,239+18.4% | $4,428+40.1% | $6,400-3.1% |
| Admin fee / account holder | $14 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |