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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 | $86,809 | $108,922-20.3% | $100,398-13.5% | $145,978-40.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.40% | 58.04%-45.6pp | 49.32%-36.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,374 | $8,450-24.6% | $8,084-21.2% | $6,690-4.7% |
| Admin fee / account holder | $215 | $9,680-97.8% | $7,893-97.3% | $13,400-98.4% |