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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 | $64,966 | $150,207-56.7% | $120,380-46.0% | $145,978-55.5% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 72.94% | 154.28%-81.3pp | 107.28%-34.3pp | 550.52%-477.6pp |
| Employer contribution / active EE | $394 | $4,351-91.0% | $3,465-88.6% | $4,662-91.6% |
| Participant deferral / active EE | $11,706 | $6,175+89.6% | $4,992+134.5% | $6,690+75.0% |
| Admin fee / account holder | $161 | $12,203-98.7% | $9,421-98.3% | $13,400-98.8% |