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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 | $23,415 | $152,591-84.7% | $117,529-80.1% | $134,545-82.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -17.33% | 53.04%-70.4pp | 29.77%-47.1pp | 418.37%-435.7pp |
| Employer contribution / active EE | $91 | $5,576-98.4% | $4,179-97.8% | $4,742-98.1% |
| Participant deferral / active EE | $2,607 | $4,821-45.9% | $4,072-36.0% | $6,401-59.3% |
| Admin fee / account holder | $159 | $7,004-97.7% | $5,645-97.2% | $11,431-98.6% |