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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 | $28,845 | $100,811-71.4% | $86,698-66.7% | $134,545-78.6% |
| Participation rate | 81.3% | 79.0%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | 13.03% | 29.11%-16.1pp | 35.96%-22.9pp | 418.37%-405.3pp |
| Employer contribution / active EE | $50 | $3,490-98.6% | $2,837-98.3% | $4,742-99.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47 | $10,926-99.6% | $7,492-99.4% | $11,431-99.6% |