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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 | $112,453 | $129,737-13.3% | $119,126-5.6% | $154,746-27.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.83% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $944 | $4,375-78.4% | $4,034-76.6% | $4,379-78.4% |
| Participant deferral / active EE | $9,808 | $5,842+67.9% | $5,318+84.4% | $6,730+45.7% |
| Admin fee / account holder | $25 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |