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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 | $2,183 | $76,608-97.2% | $56,077-96.1% | $145,877-98.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 18.25% | 3009.59%-2991.3pp | 1709.28%-1691.0pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $924 | $2,624-64.8% | $1,954-52.7% | $6,691-86.2% |
| Admin fee / account holder | $11 | $3,325-99.7% | $2,825-99.6% | $13,402-99.9% |