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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 | $14,861 | $60,128-75.3% | $90,440-83.6% | $79,852-81.4% |
| Participation rate | 73.1% | 65.0%+8.1pp | 72.7%+0.4pp | 69.6%+3.4pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,661 | $2,939+58.6% | $3,964+17.6% | $3,740+24.6% |
| Admin fee / account holder | $240 | $3,977-94.0% | $5,615-95.7% | $5,306-95.5% |