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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 | $48,530 | $133,998-63.8% | $112,263-56.8% | $134,545-63.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -10.71% | 47.17%-57.9pp | 27.49%-38.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,093 | $5,292-22.7% | $4,729-13.5% | $6,401-36.1% |
| Admin fee / account holder | $197 | $7,493-97.4% | $6,410-96.9% | $11,431-98.3% |