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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 | $2,625 | $27,943-90.6% | $58,507-95.5% | $75,177-96.5% |
| Participation rate | 82.1% | 38.8%+43.3pp | 50.9%+31.3pp | 67.2%+14.9pp |
| Annual return | 129.41% | 44.22%+85.2pp | 4252.32%-4122.9pp | 160.75%-31.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,976 | $1,202+64.5% | $1,922+2.8% | $4,126-52.1% |
| Admin fee / account holder | $35 | $1,727-98.0% | $2,486-98.6% | $5,651-99.4% |