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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 | $3,748 | $29,319-87.2% | $52,425-92.9% | $82,448-95.5% |
| Participation rate | 82.4% | 46.9%+35.5pp | 55.6%+26.7pp | 68.1%+14.3pp |
| Annual return | 22.05% | 535.20%-513.1pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,791 | $1,171+52.9% | $1,790+0.1% | $4,139-56.7% |
| Admin fee / account holder | $121 | $1,962-93.8% | $2,495-95.2% | $7,234-98.3% |