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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 | $2,274 | $29,670-92.3% | $56,054-95.9% | $80,911-97.2% |
| Participation rate | 96.9% | 41.7%+55.2pp | 52.5%+44.4pp | 67.6%+29.2pp |
| Annual return | 18.48% | 35.24%-16.8pp | 1705.95%-1687.5pp | 35.63%-17.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,420 | $1,227+15.7% | $1,952-27.3% | $4,297-67.0% |
| Admin fee / account holder | $278 | $2,431-88.6% | $2,822-90.2% | $6,935-96.0% |