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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 | $4,210 | $67,823-93.8% | $52,425-92.0% | $137,256-96.9% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 20.60% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,694 | $2,288-26.0% | $1,790-5.4% | $6,407-73.6% |
| Admin fee / account holder | $96 | $2,844-96.6% | $2,495-96.2% | $12,270-99.2% |