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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 | $22,516 | $84,628-73.4% | $61,501-63.4% | $134,545-83.3% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -16.94% | 585.61%-602.5pp | 339.04%-356.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,199 | $2,819+84.5% | $2,125+144.7% | $6,401-18.8% |
| Admin fee / account holder | $121 | $2,587-95.3% | $2,132-94.3% | $11,431-98.9% |