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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 | $208,724 | $167,362+24.7% | $143,799+45.1% | $134,532+55.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.35% | 0.47%-12.8pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $499 | $5,620-91.1% | $4,952-89.9% | $4,741-89.5% |
| Participant deferral / active EE | $10,600 | $6,447+64.4% | $5,638+88.0% | $6,401+65.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |