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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 | $113,878 | $211,946-46.3% | $169,452-32.8% | $135,382-15.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 41.30% | 3.26%+38.0pp | 1.83%+39.5pp | 519.77%-478.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,663 | $6,075+59.0% | $5,277+83.1% | $5,609+72.3% |
| Admin fee / account holder | $276 | $11,472-97.6% | $9,110-97.0% | $10,829-97.5% |