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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 | $5,024 | $29,736-83.1% | $56,033-91.0% | $80,935-93.8% |
| Participation rate | 88.2% | 41.7%+46.5pp | 52.5%+35.7pp | 67.7%+20.6pp |
| Annual return | 166.77% | 35.28%+131.5pp | 1711.38%-1544.6pp | 35.66%+131.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,348 | $1,228+91.2% | $1,954+20.2% | $4,299-45.4% |
| Admin fee / account holder | $297 | $2,434-87.8% | $2,827-89.5% | $6,924-95.7% |