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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 | $2,263 | $69,118-96.7% | $53,647-95.8% | $138,895-98.4% |
| Participation rate | 84.2% | 64.0%+20.2pp | 56.3%+27.9pp | 79.9%+4.3pp |
| Annual return | 14.65% | 248.26%-233.6pp | 358.33%-343.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7 | $1,189-99.4% | $962-99.2% | $4,194-99.8% |
| Participant deferral / active EE | $714 | $2,274-68.6% | $1,813-60.6% | $6,396-88.8% |
| Admin fee / account holder | $207 | $2,724-92.4% | $2,460-91.6% | $12,562-98.4% |