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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 | $8,682 | $104,106-91.7% | $71,086-87.8% | $135,379-93.6% |
| Participation rate | 72.2% | 65.7%+6.6pp | 54.7%+17.6pp | 82.6%-10.4pp |
| Annual return | -0.84% | 1256.30%-1257.1pp | 650.59%-651.4pp | 519.79%-520.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $157 | $2,527-93.8% | $1,874-91.6% | $5,609-97.2% |
| Admin fee / account holder | $71 | $4,142-98.3% | $3,082-97.7% | $10,828-99.3% |