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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 | $2,140 | $81,668-97.4% | $58,507-96.3% | $139,487-98.5% |
| Participation rate | 88.9% | 61.3%+27.5pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 12.71% | 7430.07%-7417.4pp | 4252.32%-4239.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $26 | $1,398-98.1% | $1,053-97.5% | $4,755-99.5% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $198 | $3,212-93.8% | $2,486-92.0% | $11,407-98.3% |