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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 | $3,090 | $70,366-95.6% | $66,674-95.4% | $138,895-97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.82% | 386.41%-364.6pp | 321.24%-299.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $16 | $2,765-99.4% | $2,620-99.4% | $4,194-99.6% |
| Participant deferral / active EE | $2,215 | $4,374-49.4% | $4,084-45.8% | $6,396-65.4% |
| Admin fee / account holder | $265 | $5,262-95.0% | $5,098-94.8% | $12,562-97.9% |