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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 | $2,694 | $51,638-94.8% | $68,368-96.1% | $82,448-96.7% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 17.84% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $8 | $2,047-99.6% | $2,649-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $816 | $2,914-72.0% | $4,123-80.2% | $4,139-80.3% |
| Admin fee / account holder | $266 | $4,643-94.3% | $5,150-94.8% | $7,234-96.3% |