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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 | $46,851 | $97,732-52.1% | $83,831-44.1% | $135,380-65.4% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -8.48% | 1287.56%-1296.0pp | 850.99%-859.5pp | 519.81%-528.3pp |
| Employer contribution / active EE | $142 | $4,222-96.6% | $3,631-96.1% | $4,779-97.0% |
| Participant deferral / active EE | $1,471 | $4,683-68.6% | $4,082-64.0% | $5,609-73.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |