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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 | $9,173 | $27,924-67.1% | $58,534-84.3% | $75,173-87.8% |
| Participation rate | 97.9% | 38.8%+59.0pp | 50.9%+47.0pp | 67.2%+30.7pp |
| Annual return | 40.58% | 44.20%-3.6pp | 4248.32%-4207.7pp | 160.65%-120.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,054-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,102 | $1,202+324.6% | $1,924+165.1% | $4,126+23.7% |
| Admin fee / account holder | $206 | $1,726-88.1% | $2,519-91.8% | $5,651-96.4% |