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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 | $2,779 | $28,624-90.3% | $53,647-94.8% | $82,637-96.6% |
| Participation rate | 77.8% | 47.3%+30.5pp | 56.3%+21.5pp | 68.1%+9.7pp |
| Annual return | 24.50% | 664.98%-640.5pp | 358.33%-333.8pp | 53.51%-29.0pp |
| Employer contribution / active EE | $7 | $637-98.9% | $962-99.2% | $2,552-99.7% |
| Participant deferral / active EE | $1,132 | $1,196-5.3% | $1,813-37.5% | $4,126-72.6% |
| Admin fee / account holder | $151 | $2,022-92.5% | $2,460-93.8% | $7,339-97.9% |