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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 | $4,307 | $29,716-85.5% | $56,077-92.3% | $80,925-94.7% |
| Participation rate | 73.1% | 41.7%+31.4pp | 52.5%+20.6pp | 67.7%+5.4pp |
| Annual return | 29.12% | 35.30%-6.2pp | 1709.28%-1680.2pp | 35.65%-6.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,299 | $1,228+87.1% | $1,954+17.6% | $4,299-46.5% |
| Admin fee / account holder | $224 | $2,432-90.8% | $2,825-92.1% | $6,940-96.8% |