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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 | $238,173 | $201,370+18.3% | $184,256+29.3% | $145,897+63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.91% | 29.05%-8.1pp | 28.85%-7.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $840 | $7,024-88.0% | $6,427-86.9% | $4,663-82.0% |
| Participant deferral / active EE | $5,911 | $9,808-39.7% | $9,133-35.3% | $6,689-11.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |