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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 | $2,686 | $27,936-90.4% | $58,561-95.4% | $75,173-96.4% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 46.30% | 44.21%+2.1pp | 4251.33%-4205.0pp | 160.72%-114.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,860 | $1,202+54.8% | $1,923-3.3% | $4,126-54.9% |
| Admin fee / account holder | $158 | $1,727-90.9% | $2,520-93.7% | $5,651-97.2% |