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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 | $29,319-90.5% | $52,425-94.7% | $82,448-96.6% |
| Participation rate | 77.8% | 46.9%+30.9pp | 55.6%+22.2pp | 68.1%+9.7pp |
| Annual return | 24.50% | 535.20%-510.7pp | 302.12%-277.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $7 | $586-98.8% | $914-99.2% | $2,551-99.7% |
| Participant deferral / active EE | $1,132 | $1,171-3.3% | $1,790-36.8% | $4,139-72.6% |
| Admin fee / account holder | $151 | $1,962-92.3% | $2,495-93.9% | $7,234-97.9% |