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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 | $3,846 | $29,319-86.9% | $52,425-92.7% | $82,448-95.3% |
| Participation rate | 75.4% | 46.9%+28.5pp | 55.6%+19.7pp | 68.1%+7.3pp |
| Annual return | 32.88% | 535.20%-502.3pp | 302.12%-269.2pp | 41.64%-8.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,543 | $1,171+31.7% | $1,790-13.8% | $4,139-62.7% |
| Admin fee / account holder | $178 | $1,962-91.0% | $2,495-92.9% | $7,234-97.5% |