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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 | $2,735 | $29,319-90.7% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 94.4% | 46.9%+47.6pp | 55.6%+38.8pp | 68.1%+26.4pp |
| Annual return | 22.61% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,141 | $1,171-2.6% | $1,790-36.3% | $4,139-72.4% |
| Admin fee / account holder | $102 | $1,962-94.8% | $2,495-95.9% | $7,234-98.6% |