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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 | $1,908 | $70,366-97.3% | $66,674-97.1% | $138,895-98.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 16.29% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $720 | $4,374-83.5% | $4,084-82.4% | $6,396-88.7% |
| Admin fee / account holder | $81 | $5,262-98.5% | $5,098-98.4% | $12,562-99.4% |