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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 | $60,775 | $202,326-70.0% | $172,745-64.8% | $152,870-60.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.54% | 1029.72%-1012.2pp | 802.90%-785.4pp | 345.34%-327.8pp |
| Employer contribution / active EE | $716 | $5,858-87.8% | $5,144-86.1% | $4,763-85.0% |
| Participant deferral / active EE | $5,400 | $5,948-9.2% | $5,197+3.9% | $5,850-7.7% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |