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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 | $9,022 | $109,967-91.8% | $97,197-90.7% | $145,877-93.8% |
| Participation rate | 94.4% | 76.0%+18.5pp | 72.7%+21.8pp | 80.3%+14.1pp |
| Annual return | 17.08% | 244.27%-227.2pp | 75.47%-58.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $17 | $3,077-99.5% | $2,723-99.4% | $4,663-99.6% |
| Participant deferral / active EE | $1,569 | $4,676-66.4% | $4,263-63.2% | $6,691-76.5% |
| Admin fee / account holder | $57 | $6,199-99.1% | $5,637-99.0% | $13,402-99.6% |