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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 | $15,823 | $95,915-83.5% | $79,580-80.1% | $134,532-88.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -13.28% | -2.71%-10.6pp | 0.15%-13.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,285 | $4,693-30.0% | $3,985-17.6% | $6,401-48.7% |
| Admin fee / account holder | $176 | $9,132-98.1% | $6,835-97.4% | $11,429-98.5% |