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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 | $2,355 | $67,823-96.5% | $52,425-95.5% | $137,256-98.3% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 22.46% | 219.11%-196.6pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,318 | $2,288+1.3% | $1,790+29.5% | $6,407-63.8% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |