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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 | $39,214 | $106,557-63.2% | $91,227-57.0% | $134,545-70.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.94% | 160.81%-179.8pp | 114.14%-133.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $969 | $4,719-79.5% | $4,234-77.1% | $6,401-84.9% |
| Admin fee / account holder | $270 | $6,235-95.7% | $5,423-95.0% | $11,431-97.6% |