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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 | $211,997 | $166,242+27.5% | $165,071+28.4% | $145,884+45.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.25% | 100.44%-84.2pp | 70.17%-53.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $989 | $5,283-81.3% | $4,347-77.3% | $4,662-78.8% |
| Participant deferral / active EE | $14,141 | $6,964+103.1% | $6,035+134.3% | $6,690+111.4% |
| Admin fee / account holder | $11 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |