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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 | $2,317 | $29,319-92.1% | $52,425-95.6% | $82,448-97.2% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 23.46% | 535.20%-511.7pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $935 | $1,171-20.2% | $1,790-47.8% | $4,139-77.4% |
| Admin fee / account holder | $9 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |