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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 | $178,068 | $180,466-1.3% | $154,114+15.5% | $135,382+31.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -8.60% | 888.15%-896.8pp | 735.16%-743.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $924 | $6,035-84.7% | $5,298-82.6% | $4,779-80.7% |
| Participant deferral / active EE | $3,190 | $5,806-45.1% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |