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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 | $27,943-67.2% | $58,507-84.3% | $75,177-87.8% |
| Participation rate | 97.9% | 38.8%+59.0pp | 50.9%+47.0pp | 67.2%+30.7pp |
| Annual return | 40.58% | 44.22%-3.6pp | 4252.32%-4211.7pp | 160.75%-120.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,102 | $1,202+324.5% | $1,922+165.4% | $4,126+23.6% |
| Admin fee / account holder | $206 | $1,727-88.1% | $2,486-91.7% | $5,651-96.4% |