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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 | $3,652 | $51,638-92.9% | $68,368-94.7% | $82,448-95.6% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 22.12% | 37.53%-15.4pp | 292.57%-270.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $837 | $2,914-71.3% | $4,123-79.7% | $4,139-79.8% |
| Admin fee / account holder | $69 | $4,643-98.5% | $5,150-98.7% | $7,234-99.0% |