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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 | $232,976 | $77,817+199.4% | $123,553+88.6% | $64,173+263.0% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -4.42% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,125 | $5,240-2.2% | $6,426-20.3% | $3,470+47.7% |
| Admin fee / account holder | $112 | $5,519-98.0% | $9,284-98.8% | $4,887-97.7% |