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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 | $3,126 | $29,716-89.5% | $56,077-94.4% | $80,925-96.1% |
| Participation rate | 72.7% | 41.7%+31.0pp | 52.5%+20.2pp | 67.7%+5.1pp |
| Annual return | 13.79% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,108 | $1,228-9.8% | $1,954-43.3% | $4,299-74.2% |
| Admin fee / account holder | $14 | $2,432-99.4% | $2,825-99.5% | $6,940-99.8% |