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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 | $6,716 | $69,118-90.3% | $53,647-87.5% | $138,895-95.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.01% | 248.26%-230.3pp | 358.33%-340.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $339 | $2,274-85.1% | $1,813-81.3% | $6,396-94.7% |
| Admin fee / account holder | $46 | $2,724-98.3% | $2,460-98.1% | $12,562-99.6% |