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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 | $45,246 | $209,425-78.4% | $178,499-74.7% | $158,966-71.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.37% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.6pp |
| Employer contribution / active EE | $614 | $5,707-89.2% | $5,011-87.7% | $4,762-87.1% |
| Participant deferral / active EE | $13,167 | $5,955+121.1% | $5,202+153.1% | $5,983+120.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |