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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 | $3,032 | $69,118-95.6% | $53,647-94.3% | $138,895-97.8% |
| Participation rate | 89.5% | 64.0%+25.5pp | 56.3%+33.2pp | 79.9%+9.6pp |
| Annual return | 17.47% | 248.26%-230.8pp | 358.33%-340.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $638 | $2,274-71.9% | $1,813-64.8% | $6,396-90.0% |
| Admin fee / account holder | $60 | $2,724-97.8% | $2,460-97.6% | $12,562-99.5% |