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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 | $1,180 | $67,823-98.3% | $52,425-97.7% | $137,256-99.1% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 17.13% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $420 | $2,288-81.6% | $1,790-76.5% | $6,407-93.4% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |