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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 | $25,429 | $95,917-73.5% | $79,583-68.0% | $134,545-81.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.87% | -2.70%-9.2pp | 0.16%-12.0pp | 418.37%-430.2pp |
| Employer contribution / active EE | $395 | $3,129-87.4% | $2,414-83.6% | $4,742-91.7% |
| Participant deferral / active EE | $9,000 | $4,694+91.7% | $3,986+125.8% | $6,401+40.6% |
| Admin fee / account holder | $92 | $9,132-99.0% | $6,835-98.7% | $11,431-99.2% |