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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 | $1,601 | $76,608-97.9% | $56,077-97.1% | $145,877-98.9% |
| Participation rate | 90.5% | 63.2%+27.2pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | 13.28% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $423 | $2,624-83.9% | $1,954-78.3% | $6,691-93.7% |
| Admin fee / account holder | $37 | $3,325-98.9% | $2,825-98.7% | $13,402-99.7% |