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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 | $1,281 | $29,319-95.6% | $52,425-97.6% | $82,448-98.4% |
| Participation rate | 88.0% | 46.9%+41.1pp | 55.6%+32.4pp | 68.1%+19.9pp |
| Annual return | 20.65% | 535.20%-514.6pp | 302.12%-281.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $502 | $1,171-57.2% | $1,790-72.0% | $4,139-87.9% |
| Admin fee / account holder | $7 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |