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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 | $23,800 | $45,872-48.1% | $77,096-69.1% | $68,486-65.2% |
| Participation rate | 87.0% | 55.9%+31.1pp | 67.9%+19.1pp | 67.9%+19.1pp |
| Annual return | 647.91% | 1.73%+646.2pp | 42.35%+605.6pp | -7.85%+655.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,073 | $2,963+172.5% | $4,429+82.3% | $4,028+100.4% |
| Admin fee / account holder | $247 | $3,041-91.9% | $5,428-95.5% | $5,404-95.4% |