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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 | $223,781 | $138,078+62.1% | $125,363+78.5% | $134,509+66.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 19.11% | 750.49%-731.4pp | 572.15%-553.0pp | 418.13%-399.0pp |
| Employer contribution / active EE | $708 | $5,245-86.5% | $4,815-85.3% | $4,741-85.1% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |