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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 | $152,021 | $81,504+86.5% | $102,437+48.4% | $80,959+87.8% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.4pp | 67.7%+31.2pp |
| Annual return | 109.70% | 25.60%+84.1pp | 24.95%+84.8pp | 35.67%+74.0pp |
| Employer contribution / active EE | $417 | $3,104-86.6% | $3,871-89.2% | $2,757-84.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $254 | $6,719-96.2% | $8,388-97.0% | $6,925-96.3% |