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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 | $108,721 | $175,257-38.0% | $149,717-27.4% | $139,456-22.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 13.72% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,729 | $6,521-12.1% | $5,682+0.8% | $6,711-14.6% |
| Admin fee / account holder | $212 | $16,156-98.7% | $13,213-98.4% | $11,407-98.1% |