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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 | $2,844 | $67,823-95.8% | $52,425-94.6% | $137,256-97.9% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 19.76% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $510 | $2,288-77.7% | $1,790-71.5% | $6,407-92.0% |
| Admin fee / account holder | $52 | $2,844-98.2% | $2,495-97.9% | $12,270-99.6% |