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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 | $123,287 | $109,904+12.2% | $97,167+26.9% | $145,959-15.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.81% | 243.43%-234.6pp | 75.27%-66.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $26,500 | $4,676+466.7% | $4,264+521.6% | $6,689+296.2% |
| Admin fee / account holder | $208 | $6,216-96.7% | $5,650-96.3% | $13,398-98.5% |