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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 | $1,477 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 13.61% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $289 | $2,288-87.4% | $1,790-83.9% | $6,407-95.5% |
| Admin fee / account holder | $16 | $2,844-99.4% | $2,495-99.4% | $12,270-99.9% |