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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 | $190,835 | $289,211-34.0% | $260,467-26.7% | $198,609-3.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.06% | 112.90%-96.8pp | 100.60%-84.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $31,000 | $6,812+355.1% | $6,319+390.6% | $6,977+344.3% |
| Admin fee / account holder | $20 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |