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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 | $1,161 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 18.84% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $877 | $2,288-61.7% | $1,790-51.0% | $6,407-86.3% |
| Admin fee / account holder | $246 | $2,844-91.4% | $2,495-90.2% | $12,270-98.0% |