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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 | $8,668 | $27,924-69.0% | $58,544-85.2% | $75,181-88.5% |
| Participation rate | 70.6% | 38.8%+31.7pp | 50.9%+19.7pp | 67.2%+3.4pp |
| Annual return | 18.06% | 44.20%-26.1pp | 4249.56%-4231.5pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,970 | $1,202+147.1% | $1,923+54.4% | $4,126-28.0% |
| Admin fee / account holder | $165 | $1,726-90.5% | $2,520-93.5% | $5,650-97.1% |