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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 | $22,222 | $100,811-78.0% | $86,698-74.4% | $134,545-83.5% |
| Participation rate | 76.5% | 79.0%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -13.23% | 29.11%-42.3pp | 35.96%-49.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,111 | $5,339-60.5% | $4,656-54.7% | $6,401-67.0% |
| Admin fee / account holder | $146 | $10,926-98.7% | $7,492-98.1% | $11,431-98.7% |