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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 | $3,206 | $69,118-95.4% | $53,647-94.0% | $138,895-97.7% |
| Participation rate | 82.4% | 64.0%+18.4pp | 56.3%+26.1pp | 79.9%+2.4pp |
| Annual return | 22.65% | 248.26%-225.6pp | 358.33%-335.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,085 | $2,274-52.3% | $1,813-40.2% | $6,396-83.0% |
| Admin fee / account holder | $20 | $2,724-99.3% | $2,460-99.2% | $12,562-99.8% |