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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 | $192,546 | $217,432-11.4% | $185,849+3.6% | $167,536+14.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.17% | 148.42%-131.2pp | 122.10%-104.9pp | 478.82%-461.6pp |
| Employer contribution / active EE | $816 | $5,875-86.1% | $5,169-84.2% | $4,839-83.1% |
| Participant deferral / active EE | $8,072 | $6,357+27.0% | $5,569+45.0% | $6,342+27.3% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |